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
$271M
AUM Growth
+$8.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$1.07M
3
+$438K
4
BAC icon
Bank of America
BAC
+$365K
5
CHNG
Change Healthcare Inc. Common Stock
CHNG
+$332K

Top Sells

1
+$2.87M
2
+$765K
3
+$407K
4
APAM icon
Artisan Partners
APAM
+$390K
5
PG icon
Procter & Gamble
PG
+$339K

Sector Composition

1 Financials 19.5%
2 Technology 18.75%
3 Consumer Staples 18.18%
4 Healthcare 11.69%
5 Industrials 10.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.61M 0.59%
19,461
-1,916
52
$1.57M 0.58%
30,893
+3,690
53
$1.52M 0.56%
34,133
+111
54
$1.48M 0.55%
22,131
+44
55
$1.42M 0.52%
11,937
-13
56
$1.39M 0.51%
25,231
-1,798
57
$1.38M 0.51%
9,074
58
$1.35M 0.5%
82,530
+796
59
$1.3M 0.48%
27,486
+1,944
60
$1.27M 0.47%
96,573
+4,824
61
$1.24M 0.46%
18,725
62
$1.2M 0.44%
42,123
63
$1.2M 0.44%
12,324
64
$1.19M 0.44%
31,120
-600
65
$1.06M 0.39%
19,269
-51,874
66
$1.06M 0.39%
66,442
-48,068
67
$1.05M 0.39%
5,820
68
$1.04M 0.38%
8,718
69
$1.02M 0.38%
12,386
-125
70
$1.01M 0.37%
4,678
71
$976K 0.36%
17,934
-329
72
$960K 0.35%
23,150
-1,150
73
$960K 0.35%
8,985
+271
74
$930K 0.34%
5,410
+61
75
$903K 0.33%
2,978
-125
1 2
3
4 5