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
$230M
AUM Growth
+$4.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$1.55M
3
+$852K
4
GIS icon
General Mills
GIS
+$821K
5
BAC icon
Bank of America
BAC
+$676K

Top Sells

1
+$2.7M
2
+$1.71M
3
+$776K
4
WU icon
Western Union
WU
+$744K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$731K

Sector Composition

1 Financials 20.14%
2 Consumer Staples 18.55%
3 Technology 17.63%
4 Industrials 12.09%
5 Healthcare 11.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.33M 0.58%
13,600
+2,200
52
$1.3M 0.57%
42,048
+5,170
53
$1.3M 0.57%
18,825
-150
54
$1.27M 0.55%
9,374
+300
55
$1.21M 0.53%
9,168
-65
56
$1.21M 0.53%
100,684
-1,548
57
$1.19M 0.52%
42,923
-250
58
$1.14M 0.5%
13,335
-560
59
$1.13M 0.49%
17,307
+175
60
$1.03M 0.45%
24,300
61
$1.03M 0.45%
21,064
-723
62
$1M 0.44%
12,419
-328
63
$896K 0.39%
15,446
+202
64
$891K 0.39%
25,663
+2,830
65
$889K 0.39%
5,580
-258
66
$873K 0.38%
8,379
-6,315
67
$864K 0.38%
18,680
-2,400
68
$852K 0.37%
+17,452
69
$821K 0.36%
+18,560
70
$789K 0.34%
4,678
-197
71
$774K 0.34%
7,619
+450
72
$768K 0.33%
5,550
-297
73
$746K 0.33%
17,018
-143
74
$744K 0.32%
9,776
-149
75
$720K 0.31%
7,775
-139
1 2
3
4 5