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
$328M
AUM Growth
+$73.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$2.76M
3
+$2.52M
4
ACN icon
Accenture
ACN
+$2.12M
5
PAYX icon
Paychex
PAYX
+$2.08M

Top Sells

1
+$3.31M
2
+$1.55M
3
+$1.03M
4
MKL icon
Markel Group
MKL
+$971K
5
FAST icon
Fastenal
FAST
+$801K

Sector Composition

1 Technology 22.75%
2 Financials 16.02%
3 Consumer Staples 15.15%
4 Healthcare 12%
5 Industrials 11.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.13M 1.26%
277,649
+7,695
27
$3.99M 1.22%
116,180
+17,052
28
$3.94M 1.2%
20,020
-7,873
29
$3.83M 1.17%
52,078
+27,980
30
$3.8M 1.16%
34,106
+1,662
31
$3.19M 0.97%
40,343
+560
32
$3.16M 0.97%
10,218
-939
33
$3.12M 0.95%
102,589
34
$3.11M 0.95%
67,687
-2,888
35
$2.97M 0.91%
32,383
+2,840
36
$2.76M 0.84%
+19,362
37
$2.72M 0.83%
36,865
+2,272
38
$2.65M 0.81%
21,472
+1,303
39
$2.53M 0.77%
120,550
+34,215
40
$2.52M 0.77%
+23,776
41
$2.46M 0.75%
63,151
+12,151
42
$2.36M 0.72%
15,369
-980
43
$2.28M 0.69%
10,374
44
$2.19M 0.67%
11,869
+285
45
$2.18M 0.66%
16,045
+45
46
$2.17M 0.66%
94,976
+10,928
47
$2.16M 0.66%
54,183
-831
48
$2.14M 0.65%
38,849
+4,558
49
$2.14M 0.65%
11,977
+1,358
50
$2.14M 0.65%
7,051
-428
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