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
$196M
AUM Growth
-$1.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.05M
3
+$791K
4
IBM icon
IBM
IBM
+$649K
5
DEO icon
Diageo
DEO
+$519K

Top Sells

1
+$1.04M
2
+$941K
3
+$862K
4
INTC icon
Intel
INTC
+$820K
5
CSCO icon
Cisco
CSCO
+$534K

Sector Composition

1 Consumer Staples 14.68%
2 Financials 14.22%
3 Technology 13.66%
4 Energy 13.39%
5 Healthcare 12.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.07M 0.54%
11,400
-200
52
$1.04M 0.53%
17,775
53
$1.02M 0.52%
12,210
+940
54
$1.01M 0.52%
25,012
-5,600
55
$1M 0.51%
21,216
-390
56
$985K 0.5%
6,500
-300
57
$964K 0.49%
39,077
+1,311
58
$961K 0.49%
11,127
+880
59
$925K 0.47%
18,650
60
$886K 0.45%
10,792
+1
61
$883K 0.45%
8,728
+3,391
62
$874K 0.45%
9,475
63
$863K 0.44%
3,817
64
$828K 0.42%
17,020
-1,873
65
$800K 0.41%
17,265
-175
66
$786K 0.4%
8,897
67
$777K 0.4%
16,700
68
$765K 0.39%
18,727
-69
69
$732K 0.37%
11,957
70
$718K 0.37%
13,245
71
$714K 0.36%
10,290
72
$713K 0.36%
43,080
+900
73
$712K 0.36%
8,172
-1,333
74
$667K 0.34%
8,234
75
$656K 0.33%
42,608
+134
1 2
3
4 5