IIC

Ironwood Investment Counsel Portfolio holdings

AUM $686M
1-Year Est. Return 14.62%
This Quarter Est. Return
1 Year Est. Return
+14.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$214M
AUM Growth
+$42.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.99M
3
+$1.95M
4
DE icon
Deere & Co
DE
+$1.91M
5
WMT icon
Walmart
WMT
+$1.68M

Top Sells

1
+$1.02M
2
+$1M
3
+$489K
4
BMY icon
Bristol-Myers Squibb
BMY
+$409K
5
KMI icon
Kinder Morgan
KMI
+$329K

Sector Composition

1 Consumer Staples 17.23%
2 Financials 16.61%
3 Technology 15.83%
4 Industrials 12.73%
5 Healthcare 11.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.21M 0.57%
10,395
+920
52
$1.2M 0.56%
22,167
+943
53
$1.17M 0.55%
22,488
+6,112
54
$1.15M 0.54%
18,170
+495
55
$1.11M 0.52%
24,300
56
$1.11M 0.52%
+14,588
57
$1.1M 0.52%
19,085
+810
58
$1.02M 0.48%
24,090
+1,976
59
$981K 0.46%
+24,826
60
$972K 0.45%
34,204
-699
61
$917K 0.43%
+12,066
62
$913K 0.43%
16,700
63
$858K 0.4%
3,966
+2,528
64
$851K 0.4%
13,345
+100
65
$800K 0.37%
+8,934
66
$765K 0.36%
10,315
+25
67
$751K 0.35%
10,882
-1,075
68
$739K 0.35%
8,810
+1,629
69
$738K 0.35%
+9,400
70
$722K 0.34%
46,114
+4,083
71
$703K 0.33%
5,865
+265
72
$699K 0.33%
10,177
-167
73
$667K 0.31%
+25,805
74
$663K 0.31%
9,376
-525
75
$641K 0.3%
3,847
-20
1 2
3
4 5