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
$412M
AUM Growth
+$62.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$5.69M
3
+$5.04M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.29M
5
LH icon
Labcorp
LH
+$3.58M

Top Sells

1
+$3.96M
2
+$2.17M
3
+$918K
4
META icon
Meta Platforms (Facebook)
META
+$893K
5
ACN icon
Accenture
ACN
+$825K

Sector Composition

1 Technology 20.57%
2 Financials 13.78%
3 Healthcare 12.56%
4 Consumer Staples 10.19%
5 Industrials 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.82M 1.17%
287,103
+29,896
27
$4.58M 1.11%
12,200
-5,774
28
$4.54M 1.1%
13,047
+781
29
$4.26M 1.03%
45,875
+349
30
$4.22M 1.02%
17,418
+1,103
31
$4.16M 1.01%
83,008
+12,293
32
$4.14M 1%
41,297
-1,454
33
$4.14M 1%
49,227
-1,267
34
$4.09M 0.99%
10,835
+1,008
35
$4.04M 0.98%
36,592
+2,901
36
$4.01M 0.97%
101,296
-1,293
37
$3.96M 0.96%
19,894
+905
38
$3.61M 0.88%
202,641
+53,433
39
$3.58M 0.87%
+17,678
40
$3.54M 0.86%
35,030
+1,863
41
$3.47M 0.84%
99,327
+2,978
42
$3.46M 0.84%
39,767
-1,535
43
$3.39M 0.82%
41,808
-48,799
44
$3.35M 0.81%
30,688
+2,076
45
$3.33M 0.81%
42,820
+336
46
$3.3M 0.8%
42,942
+383
47
$3.25M 0.79%
69,953
+2,149
48
$3.06M 0.74%
35,035
-1,490
49
$3M 0.73%
11,380
-13
50
$2.93M 0.71%
21,826
+1,194
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