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IRONWOOD INVESTMENT MANAGEMENT LLC Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for IRONWOOD INVESTMENT MANAGEMENT LLC with $227.0M in long positions as of Q3 2025, 22% allocated to Technology, and 29% concentrated in top 10 positions.

Portfolio Value
$227.0M
Top 10 Concentration
29%
Top Sector
Technology (22%)
US Exposure
97%
Market Cap Focus
Mid Cap
Countries
4

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

Technology: 21.60%TechnologyETF: 20.40%ETFIndustrials: 16.10%IndustrialsConsumer Cyclical: 10.70%Consumer CyclicalFinancial Services: 8.70%Financial ServicesHealthcare: 7.60%Basic Materials: 4.90%Consumer Defensive: 2.60%Communication Services: 1.20%Energy: 1.00%Real Estate: 0.50%Utilities: 0.30%
Technology
21.60%
ETF
20.40%
Industrials
16.10%
Consumer Cyclical
10.70%
Financial Services
8.70%
Healthcare
7.60%
Basic Materials
4.90%
Consumer Defensive
2.60%
Communication Services
1.20%
Energy
1.00%
Real Estate
0.50%
Utilities
0.30%

Industry Breakdown

68 industries across all sectors

ETF: 20.37%ETFEngineering & Construction: 5.18%Communication Equipment: 4.39%Biotechnology: 3.79%Software - Application: 3.72%Hardware, Equipment & Parts: 3.43%Software - Infrastructure: 3.14%Auto - Dealerships: 2.89%Industrial - Machinery: 2.46%Aerospace & Defense: 2.45%Banks - Regional: 2.38%Computer Hardware: 2.36%Banks - Diversified: 2.33%Staffing & Employment Services: 2.17%Furnishings, Fixtures & Appliances: 1.87%Gold: 1.80%Packaged Foods: 1.78%Chemicals - Specialty: 1.63%Information Technology Services: 1.59%Insurance - Property & Casualty: 1.38%Auto - Manufacturers: 1.28%Technology Distributors: 1.23%Conglomerates: 1.22%Semiconductors: 1.18%Medical - Distribution: 1.16%Auto - Parts: 1.16%Internet Content & Information: 1.00%41 more: 16.20%41 more
ETF
ETF
20.37%
Engineering & Construction
Industrials
5.18%
Communication Equipment
Technology
4.39%
Biotechnology
Healthcare
3.79%
Software - Application
Technology
3.72%
Hardware, Equipment & Parts
Technology
3.43%
Software - Infrastructure
Technology
3.14%
Auto - Dealerships
Consumer Cyclical
2.89%
Industrial - Machinery
Industrials
2.46%
Aerospace & Defense
Industrials
2.45%
Banks - Regional
Financial Services
2.38%
Computer Hardware
Technology
2.36%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

Mega Cap (> $200B): 6.72%Large Cap ($10B - $200B): 21.90%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 33.40%Mid Cap ($2B - $10B)Small Cap ($300M - $2B): 11.04%Small Cap ($300M - $2B)Micro Cap ($50M - $300M): 3.25%Nano Cap (< $50M): 2.04%N/A (ETF or Unknown): 21.66%N/A (ETF or Unknown)
Mega Cap (> $200B)
6.72%
Large Cap ($10B - $200B)
21.90%
Mid Cap ($2B - $10B)
33.40%
Small Cap ($300M - $2B)
11.04%
Micro Cap ($50M - $300M)
3.25%
Nano Cap (< $50M)
2.04%
N/A (ETF or Unknown)
21.66%

Portfolio Concentration

Top 10 Holdings %
28.58%
Top 20 Holdings %
43.89%
Top 50 Holdings %
68.95%
Top 100 Holdings %
90.99%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
96.83%
International
3.17%
Countries
4
Largest Int'l Market
Canada - 2.55%
United States of America
96.83% ($219.8M)
153 holdings
Canada
2.55% ($5.8M)
5 holdings
Israel
0.51% ($1.2M)
2 holdings
Ireland
0.12% ($268.0K)
1 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
33.6 quarters
Avg. Top 20
31.2 quarters
Avg. All Positions
26.4 quarters
Median Holding Period
26 quarters
Persistence Rate
84.47%
Persistent Holdings Weight
91.46%
Persistent Positions
136
Longest Held
Merck & Co., Inc. logo
Merck & Co., Inc.MRK - 49 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
0.35%
Avg. Position Weight
0.62%
Largest Position
Vanguard Total Stock Market ETF logo
Vanguard Total Stock Market ETFVTI - 6.91%
Largest Ownership Stake
Commercial Vehicle Group, Inc. logo
Commercial Vehicle Group, Inc.CVGI - 1.61%
Avg. Ownership Stake
0.07%
Ownership Stake >5%
0
Ownership Stake >1%
1

Historical (Since Q2 2013)

Avg. New Position
0.58%
Avg. Ownership Stake
0.29%
Largest Position
Vanguard Total Stock Market ETF logo
Vanguard Total Stock Market ETFVTI - 6.91% (Q3 2025)
Largest Ownership Stake
Hudson Global, Inc. logo
Hudson Global, Inc.HSON - 18.03% (Q4 2013)

Portfolio Turnover

Current Quarter

Turnover Ratio
3.3%
Value Traded
$7.40M
Positions Added
3
Positions Exited
4

Historical (Since Q2 2013)

Avg. Turnover Ratio
6.7%
Avg. Positions Added
8
Avg. Positions Exited
6
Highest Turnover
30.5%
Q1 2016
Lowest Turnover
1.1%
Q3 2021

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