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
$412M
AUM Growth
+$62.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$5.69M
3
+$5.04M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.29M
5
LH icon
Labcorp
LH
+$3.58M

Top Sells

1
+$3.96M
2
+$2.17M
3
+$918K
4
META icon
Meta Platforms (Facebook)
META
+$893K
5
ACN icon
Accenture
ACN
+$825K

Sector Composition

1 Technology 20.57%
2 Financials 13.78%
3 Healthcare 12.56%
4 Consumer Staples 10.19%
5 Industrials 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.86M 0.69%
+8,506
52
$2.83M 0.69%
55,989
+12,994
53
$2.62M 0.64%
14,611
-261
54
$2.46M 0.6%
43,235
-1,280
55
$2.33M 0.57%
28,610
-2
56
$2.32M 0.56%
41,420
+1,260
57
$2.28M 0.55%
44,447
-5,918
58
$2.24M 0.54%
19,393
-56
59
$2.24M 0.54%
8,397
-3,091
60
$2.22M 0.54%
9,313
-102
61
$2.16M 0.53%
+25,847
62
$2.16M 0.52%
25,773
+373
63
$2.1M 0.51%
35,760
+3,065
64
$2.01M 0.49%
5,258
+1,846
65
$1.95M 0.47%
12,856
+81
66
$1.9M 0.46%
48,188
+2,107
67
$1.89M 0.46%
17,206
+164
68
$1.87M 0.45%
39,636
-633
69
$1.85M 0.45%
27,760
+419
70
$1.8M 0.44%
97,680
+4,693
71
$1.79M 0.43%
18,613
72
$1.57M 0.38%
10,335
-427
73
$1.57M 0.38%
6,679
+58
74
$1.53M 0.37%
9,750
-405
75
$1.5M 0.36%
16,400
-10,028
1 2
3
4 5