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
$214M
AUM Growth
+$42.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.99M
3
+$1.95M
4
DE icon
Deere & Co
DE
+$1.91M
5
WMT icon
Walmart
WMT
+$1.68M

Top Sells

1
+$1.02M
2
+$1M
3
+$489K
4
BMY icon
Bristol-Myers Squibb
BMY
+$409K
5
KMI icon
Kinder Morgan
KMI
+$329K

Sector Composition

1 Consumer Staples 17.23%
2 Financials 16.61%
3 Technology 15.83%
4 Industrials 12.73%
5 Healthcare 11.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.53M 1.18%
29,309
-5,659
27
$2.41M 1.13%
20,877
+921
28
$2.34M 1.1%
18,212
+798
29
$2.22M 1.04%
23,924
+3,824
30
$2.22M 1.04%
+16,736
31
$2.16M 1.01%
10
32
$2.11M 0.99%
18,211
+4,219
33
$2.11M 0.99%
23,940
+1,369
34
$1.99M 0.93%
48,000
35
$1.96M 0.91%
15,629
+895
36
$1.94M 0.91%
35,730
+9,125
37
$1.85M 0.86%
66,862
-3,206
38
$1.78M 0.83%
25,306
+6,913
39
$1.75M 0.82%
48,400
40
$1.71M 0.8%
21,794
+10,339
41
$1.6M 0.75%
1,723
+9
42
$1.59M 0.74%
26,656
+2,473
43
$1.53M 0.72%
14,894
+1,471
44
$1.52M 0.71%
6,995
+67
45
$1.49M 0.7%
64,333
-14,245
46
$1.46M 0.68%
14,347
+3,945
47
$1.35M 0.63%
10,808
+2,249
48
$1.32M 0.62%
10,784
+684
49
$1.3M 0.61%
58,352
+15,172
50
$1.23M 0.58%
40,165
+3,012
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