IIC

Ironwood Investment Counsel Portfolio holdings

AUM $686M
1-Year Est. Return 14.62%
This Quarter Est. Return
1 Year Est. Return
+14.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$407M
AUM Growth
-$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$2.41M
3
+$1.36M
4
CTVA icon
Corteva
CTVA
+$1.36M
5
META icon
Meta Platforms (Facebook)
META
+$1.15M

Top Sells

1
+$6.98M
2
+$5.91M
3
+$3.28M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$2.78M
5
INTC icon
Intel
INTC
+$1.85M

Sector Composition

1 Technology 23.43%
2 Financials 14.98%
3 Healthcare 12.62%
4 Consumer Staples 10.48%
5 Industrials 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-2,020
227
– –
-11,679
228
– –
-11,481
229
– –
-1,239
6 7 8 9
10