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
$151M
AUM Growth
-$3.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$291K
2
+$282K
3
+$164K
4
INTC icon
Intel
INTC
+$91.2K
5
SYY icon
Sysco
SYY
+$90.5K

Top Sells

1
+$1.65M
2
+$947K
3
+$807K
4
AAPL icon
Apple
AAPL
+$376K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$328K

Sector Composition

1 Consumer Staples 15.94%
2 Financials 14.99%
3 Healthcare 14.32%
4 Energy 12.47%
5 Technology 12.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.09M 1.38%
36,166
-100
27
$2.07M 1.37%
21,555
-562
28
$2.04M 1.35%
38,000
-5,000
29
$1.95M 1.29%
28,290
-367
30
$1.93M 1.27%
29,898
-600
31
$1.89M 1.25%
10,651
+184
32
$1.76M 1.16%
14,468
+242
33
$1.74M 1.15%
25,336
-925
34
$1.71M 1.13%
26,923
-1,592
35
$1.7M 1.12%
10
36
$1.61M 1.06%
19,238
-905
37
$1.53M 1.01%
27,636
-1,610
38
$1.31M 0.86%
48,400
39
$1.3M 0.86%
15,975
-425
40
$1.28M 0.85%
16,944
-928
41
$1.28M 0.85%
38,409
-675
42
$1.28M 0.85%
13,139
-1,118
43
$1.28M 0.84%
33,770
+350
44
$1.12M 0.74%
28,010
-6,525
45
$1.11M 0.74%
12,620
+298
46
$1.02M 0.67%
22,439
+143
47
$936K 0.62%
8,125
-100
48
$909K 0.6%
12,350
-400
49
$874K 0.58%
12,990
-1,050
50
$859K 0.57%
10,075
+75
1
2
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