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
$239M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$1.14M
3
+$636K
4
TROW icon
T. Rowe Price
TROW
+$573K
5
PAYX icon
Paychex
PAYX
+$533K

Top Sells

1
+$1.79M
2
+$1.08M
3
+$386K
4
ATVI
Activision Blizzard
ATVI
+$242K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$233K

Sector Composition

1 Financials 19.02%
2 Consumer Staples 17.75%
3 Technology 15.88%
4 Industrials 12.43%
5 Healthcare 12.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.71M 1.14%
20,946
+69
27
$2.7M 1.13%
18,370
+147
28
$2.65M 1.11%
73,401
-378
29
$2.5M 1.05%
24,468
+526
30
$2.43M 1.02%
30,160
+794
31
$2.35M 0.99%
+21,426
32
$2.29M 0.96%
19,809
+385
33
$2.28M 0.96%
29,496
+1,020
34
$2.27M 0.95%
2,327
-91
35
$2.19M 0.92%
48,808
+408
36
$2.17M 0.91%
10
37
$2.12M 0.89%
12,806
+828
38
$2.09M 0.88%
48,000
39
$2.07M 0.87%
15,329
40
$1.92M 0.8%
69,558
-1,679
41
$1.77M 0.74%
15,782
+435
42
$1.67M 0.7%
27,570
+53
43
$1.67M 0.7%
68,654
-4,448
44
$1.66M 0.7%
15,447
+828
45
$1.66M 0.69%
28,145
+9,060
46
$1.65M 0.69%
50,969
+6,779
47
$1.6M 0.67%
6,737
-981
48
$1.5M 0.63%
69,004
-319
49
$1.37M 0.57%
10,395
50
$1.27M 0.53%
21,682
+102
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