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
$155M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$5.58M
3
+$5.55M
4
PG icon
Procter & Gamble
PG
+$5.09M
5
MSFT icon
Microsoft
MSFT
+$5.03M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 15.84%
2 Financials 14.31%
3 Healthcare 13.82%
4 Energy 12.39%
5 Technology 12.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$883K 0.57%
+12,322
52
$855K 0.55%
+19,100
53
$807K 0.52%
+14,040
54
$804K 0.52%
+10,000
55
$772K 0.5%
+18,675
56
$767K 0.5%
+11,142
57
$766K 0.5%
+11,957
58
$752K 0.49%
+20,600
59
$719K 0.47%
+11,352
60
$716K 0.46%
+9,839
61
$696K 0.45%
+20,400
62
$681K 0.44%
+9,300
63
$653K 0.42%
+40,480
64
$649K 0.42%
+50,504
65
$648K 0.42%
+18,590
66
$639K 0.41%
+11,436
67
$613K 0.4%
+9,475
68
$538K 0.35%
+8,177
69
$534K 0.35%
+13,245
70
$488K 0.32%
+15,800
71
$487K 0.32%
+7,466
72
$443K 0.29%
+9,231
73
$432K 0.28%
+7,780
74
$402K 0.26%
+9,749
75
$398K 0.26%
+5,750
1 2
3
4 5