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
$193M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.02M
3
+$962K
4
BCR
CR Bard Inc.
BCR
+$307K
5
PG icon
Procter & Gamble
PG
+$294K

Top Sells

1
+$2.12M
2
+$920K
3
+$615K
4
MDT icon
Medtronic
MDT
+$514K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$509K

Sector Composition

1 Energy 16.19%
2 Consumer Staples 13.36%
3 Healthcare 12.93%
4 Technology 12.23%
5 Financials 12.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.54M 1.31%
24,739
-629
27
$2.31M 1.19%
48,000
28
$2.28M 1.18%
6,542
+2,760
29
$2.13M 1.1%
27,848
+121
30
$2.11M 1.09%
20,969
-341
31
$2.1M 1.09%
10,671
-2,582
32
$2.04M 1.06%
23,832
-1,483
33
$1.93M 1%
23,393
+15
34
$1.93M 1%
71,640
-6,815
35
$1.9M 0.98%
10
36
$1.88M 0.97%
27,040
+115
37
$1.85M 0.96%
14,179
+12
38
$1.78M 0.92%
37,715
+7
39
$1.5M 0.77%
48,400
40
$1.47M 0.76%
28,569
+355
41
$1.45M 0.75%
15,900
42
$1.45M 0.75%
17,895
+1,171
43
$1.39M 0.72%
21,730
+1,605
44
$1.34M 0.69%
24,215
+32
45
$1.32M 0.68%
13,057
-339
46
$1.32M 0.68%
31,208
-2,496
47
$1.31M 0.68%
11,080
-135
48
$1.24M 0.64%
10,744
-231
49
$1.24M 0.64%
11,475
-5,713
50
$1.17M 0.6%
10,193
+1,182
1
2
3 4 5