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
$407M
AUM Growth
-$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$2.41M
3
+$1.36M
4
CTVA icon
Corteva
CTVA
+$1.36M
5
META icon
Meta Platforms (Facebook)
META
+$1.15M

Top Sells

1
+$6.98M
2
+$5.91M
3
+$3.28M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$2.78M
5
INTC icon
Intel
INTC
+$1.85M

Sector Composition

1 Technology 23.43%
2 Financials 14.98%
3 Healthcare 12.62%
4 Consumer Staples 10.48%
5 Industrials 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.48M 0.61%
12,117
+6,649
52
$2.47M 0.61%
18,121
+319
53
$2.32M 0.57%
13,954
+5
54
$2.3M 0.56%
36,520
+1,330
55
$2.24M 0.55%
39,481
+3,132
56
$2.23M 0.55%
26,312
+971
57
$2.23M 0.55%
13,698
+541
58
$2.17M 0.53%
42,662
+2,108
59
$2.14M 0.53%
9,415
-200
60
$2.13M 0.52%
13,428
-9,172
61
$2.04M 0.5%
13,344
+195
62
$2.03M 0.5%
40,944
-3,078
63
$2.03M 0.5%
113,820
+11,713
64
$1.9M 0.47%
4,212
+1,365
65
$1.86M 0.46%
19,013
-461
66
$1.78M 0.44%
26,246
-528
67
$1.74M 0.43%
10,755
-95
68
$1.71M 0.42%
87,657
+9,927
69
$1.69M 0.41%
37,675
70
$1.54M 0.38%
9,511
-179
71
$1.54M 0.38%
11,070
-100
72
$1.41M 0.35%
17,870
-26
73
$1.39M 0.34%
22,383
+801
74
$1.38M 0.34%
7,471
+556
75
$1.36M 0.33%
+23,701
1 2
3
4 5