IIC

Ironwood Investment Counsel Portfolio holdings

AUM $716M
1-Year Est. Return 17.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$193M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.01M
3
+$306K
4
PG icon
Procter & Gamble
PG
+$302K
5
IBM icon
IBM
IBM
+$247K

Top Sells

1
+$2.12M
2
+$859K
3
+$589K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$494K
5
MDT icon
Medtronic
MDT
+$489K

Sector Composition

1 Energy 16.19%
2 Consumer Staples 13.36%
3 Healthcare 12.93%
4 Technology 12.23%
5 Financials 12.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.02M 0.53%
+11,623
52
$1.02M 0.53%
18,075
53
$1M 0.52%
9,900
-100
54
$985K 0.51%
11,985
-300
55
$951K 0.49%
35,596
-2,382
56
$946K 0.49%
11,700
-200
57
$887K 0.46%
18,120
+1,488
58
$874K 0.45%
20,262
-94
59
$857K 0.44%
18,700
60
$849K 0.44%
17,945
61
$838K 0.43%
7,278
62
$816K 0.42%
14,113
63
$799K 0.41%
9,475
64
$797K 0.41%
20,400
65
$796K 0.41%
11,957
66
$791K 0.41%
19,025
67
$758K 0.39%
11,122
-294
68
$748K 0.39%
10,185
-255
69
$726K 0.38%
8,953
+56
70
$720K 0.37%
17,609
71
$717K 0.37%
8,500
72
$711K 0.37%
3,817
73
$651K 0.34%
14,735
+100
74
$641K 0.33%
41,709
-100
75
$636K 0.33%
41,430
+950
1 2
3
4 5