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
$196M
AUM Growth
-$1.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.05M
3
+$791K
4
IBM icon
IBM
IBM
+$649K
5
DEO icon
Diageo
DEO
+$519K

Top Sells

1
+$1.04M
2
+$941K
3
+$862K
4
INTC icon
Intel
INTC
+$820K
5
CSCO icon
Cisco
CSCO
+$534K

Sector Composition

1 Consumer Staples 14.68%
2 Financials 14.22%
3 Technology 13.66%
4 Energy 13.39%
5 Healthcare 12.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.28M 1.16%
21,779
-929
27
$2.19M 1.12%
72,061
+2
28
$2.17M 1.11%
10
29
$2.15M 1.1%
27,576
+6,036
30
$2.15M 1.09%
48,000
31
$2.08M 1.06%
18,283
+291
32
$2.04M 1.04%
20,955
-249
33
$2.03M 1.03%
23,719
-274
34
$2.02M 1.03%
33,486
-10
35
$1.75M 0.89%
15,834
-200
36
$1.73M 0.88%
21,956
-307
37
$1.64M 0.83%
14,817
+4,692
38
$1.6M 0.81%
10,347
-743
39
$1.58M 0.8%
7,603
-1,055
40
$1.57M 0.8%
+17,925
41
$1.48M 0.75%
35,841
-1,490
42
$1.48M 0.75%
48,400
43
$1.46M 0.75%
19,988
-502
44
$1.45M 0.74%
1,881
-14
45
$1.45M 0.74%
11,323
+372
46
$1.44M 0.73%
13,731
-590
47
$1.33M 0.68%
24,183
48
$1.15M 0.58%
8,300
-12
49
$1.13M 0.57%
26,605
50
$1.11M 0.56%
24,300
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