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
$151M
AUM Growth
-$3.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$291K
2
+$282K
3
+$164K
4
INTC icon
Intel
INTC
+$91.2K
5
SYY icon
Sysco
SYY
+$90.5K

Top Sells

1
+$1.65M
2
+$947K
3
+$807K
4
AAPL icon
Apple
AAPL
+$376K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$328K

Sector Composition

1 Consumer Staples 15.94%
2 Financials 14.99%
3 Healthcare 14.32%
4 Energy 12.47%
5 Technology 12.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$841K 0.56%
17,945
-35,107
52
$821K 0.54%
20,203
-397
53
$814K 0.54%
31,873
-4,575
54
$808K 0.53%
18,075
-600
55
$780K 0.51%
11,352
56
$778K 0.51%
19,100
57
$757K 0.5%
11,957
58
$755K 0.5%
16,170
-2,508
59
$736K 0.49%
20,400
60
$713K 0.47%
11,143
+1
61
$690K 0.46%
50,027
-477
62
$660K 0.44%
11,122
+4,900
63
$655K 0.43%
8,382
-1,457
64
$654K 0.43%
9,675
+200
65
$650K 0.43%
40,480
66
$611K 0.4%
8,500
-800
67
$589K 0.39%
17,740
-850
68
$571K 0.38%
8,300
+123
69
$569K 0.38%
10,840
-596
70
$550K 0.36%
13,345
+100
71
$521K 0.34%
10,350
+3,250
72
$474K 0.31%
15,800
73
$458K 0.3%
6,966
-500
74
$454K 0.3%
5,950
+200
75
$448K 0.3%
9,232
+1
1 2
3
4 5