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
$535M
AUM Growth
+$59.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$9.13M
2
+$6.31M
3
+$4.37M
4
HSY icon
Hershey
HSY
+$2.33M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$1.86M

Top Sells

1
+$1.77M
2
+$1.72M
3
+$1.55M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.49M
5
MSFT icon
Microsoft
MSFT
+$1.43M

Sector Composition

1 Technology 24.81%
2 Financials 12.52%
3 Healthcare 10.89%
4 Consumer Staples 8.95%
5 Industrials 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.93M 1.11%
17,110
-2,179
27
$5.73M 1.07%
59,708
-3,169
28
$5.67M 1.06%
68,793
+1,620
29
$5.44M 1.02%
84,244
-2,422
30
$5.17M 0.97%
21,581
+129
31
$5.14M 0.96%
38,728
+480
32
$5.13M 0.96%
10,748
+575
33
$5.06M 0.95%
115,443
+73
34
$5.01M 0.94%
34,175
-1,541
35
$4.99M 0.93%
14,088
-43
36
$4.93M 0.92%
22,173
+335
37
$4.78M 0.89%
28,111
+150
38
$4.52M 0.85%
219,144
+4,287
39
$4.5M 0.84%
49,846
-3,005
40
$4.43M 0.83%
40,837
+537
41
$3.85M 0.72%
8,310
-455
42
$3.84M 0.72%
38,071
-607
43
$3.71M 0.69%
73,850
-29,671
44
$3.68M 0.69%
16,206
+101
45
$3.5M 0.65%
100,289
46
$3.49M 0.65%
16,376
-490
47
$3.49M 0.65%
34,887
-613
48
$3.38M 0.63%
11,395
-494
49
$3.29M 0.62%
29,480
-1,410
50
$3.22M 0.6%
4,878
-157
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