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
$445M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$1.99M
3
+$1.47M
4
MDT icon
Medtronic
MDT
+$1.07M
5
CVS icon
CVS Health
CVS
+$759K

Top Sells

1
+$3.38M
2
+$3M
3
+$1.29M
4
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$940K
5
CTAS icon
Cintas
CTAS
+$772K

Sector Composition

1 Technology 26.72%
2 Financials 13.67%
3 Healthcare 12.03%
4 Consumer Staples 9.38%
5 Industrials 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.6M 0.58%
45,297
+5,894
52
$2.52M 0.57%
50,162
-10,163
53
$2.36M 0.53%
21,053
-11,520
54
$2.29M 0.51%
46,723
-1,008
55
$2.2M 0.49%
59,106
+7,183
56
$2.13M 0.48%
26,215
-4,186
57
$2.1M 0.47%
28,854
+1,310
58
$2.09M 0.47%
17,537
-224
59
$2.04M 0.46%
12,900
-22
60
$2.02M 0.45%
18,437
-27,436
61
$1.98M 0.44%
17,664
-1,675
62
$1.95M 0.44%
12,386
-3,246
63
$1.95M 0.44%
11,997
-573
64
$1.92M 0.43%
36,630
-1,926
65
$1.9M 0.43%
24,823
-806
66
$1.74M 0.39%
109,066
+10,714
67
$1.73M 0.39%
7,867
-1,328
68
$1.68M 0.38%
5,066
-1,338
69
$1.66M 0.37%
18,338
-75
70
$1.63M 0.37%
10,225
-100
71
$1.56M 0.35%
8,972
+193
72
$1.52M 0.34%
3,247
-39
73
$1.46M 0.33%
4,859
-10
74
$1.42M 0.32%
38,726
-4,476
75
$1.37M 0.31%
22,813
+324
1 2
3
4 5