IIC

Ironwood Investment Counsel Portfolio holdings

AUM $647M
1-Year Est. Return 14.67%
This Quarter Est. Return
1 Year Est. Return
+14.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$535M
AUM Growth
+$59.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$9.13M
2
+$6.31M
3
+$4.37M
4
HSY icon
Hershey
HSY
+$2.33M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$1.86M

Top Sells

1
+$1.77M
2
+$1.72M
3
+$1.55M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.49M
5
MSFT icon
Microsoft
MSFT
+$1.43M

Sector Composition

1 Technology 24.81%
2 Financials 12.52%
3 Healthcare 10.89%
4 Consumer Staples 8.95%
5 Industrials 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$229K 0.04%
1,973
227
$229K 0.04%
3,727
-886
228
$227K 0.04%
2,700
229
$226K 0.04%
3,914
+8
230
$225K 0.04%
+4,544
231
$222K 0.04%
714
-120
232
$221K 0.04%
2,354
-400
233
$220K 0.04%
2,861
-135
234
$220K 0.04%
2,573
235
$216K 0.04%
2,728
-26
236
$215K 0.04%
1,856
+4
237
$215K 0.04%
+4,000
238
$215K 0.04%
3,744
239
$215K 0.04%
31,100
-1,900
240
$213K 0.04%
2,891
241
$211K 0.04%
+850
242
$209K 0.04%
+500
243
$209K 0.04%
6,585
+950
244
$204K 0.04%
+421
245
$202K 0.04%
2,002
246
$200K 0.04%
1,350
247
$199K 0.04%
19,384
+710
248
$161K 0.03%
17,854
+366
249
$138K 0.03%
42,600
-2,700
250
$55.9K 0.01%
+11,778
7 8 9
10
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