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
$328M
AUM Growth
+$73.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$2.76M
3
+$2.52M
4
ACN icon
Accenture
ACN
+$2.12M
5
PAYX icon
Paychex
PAYX
+$2.08M

Top Sells

1
+$3.31M
2
+$1.55M
3
+$1.03M
4
MKL icon
Markel Group
MKL
+$971K
5
FAST icon
Fastenal
FAST
+$801K

Sector Composition

1 Technology 22.75%
2 Financials 16.02%
3 Consumer Staples 15.15%
4 Healthcare 12%
5 Industrials 11.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.13M 0.65%
15,197
+1,036
52
$2.08M 0.64%
+27,479
53
$1.98M 0.6%
31,881
+9,769
54
$1.86M 0.57%
12,483
-237
55
$1.76M 0.54%
81,362
-2,834
56
$1.74M 0.53%
12,893
+10,480
57
$1.71M 0.52%
92,725
-29,566
58
$1.67M 0.51%
+33,240
59
$1.65M 0.5%
36,797
+279
60
$1.6M 0.49%
37,764
+59
61
$1.44M 0.44%
27,615
-2,622
62
$1.44M 0.44%
25,668
-940
63
$1.43M 0.44%
19,208
-13,879
64
$1.29M 0.39%
20,945
-3,057
65
$1.27M 0.39%
37,325
-4,202
66
$1.25M 0.38%
10,685
+2,024
67
$1.24M 0.38%
13,231
+1,069
68
$1.21M 0.37%
6,266
+757
69
$1.11M 0.34%
12,426
-998
70
$1.07M 0.33%
10,861
+907
71
$1.06M 0.32%
86,364
+1,551
72
$1.05M 0.32%
10,425
-2,452
73
$1.05M 0.32%
25,286
+1,578
74
$1.03M 0.32%
2,478
75
$1.03M 0.32%
11,346
+7,153
1 2
3
4 5