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
$535M
AUM Growth
+$59.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$9.13M
2
+$6.31M
3
+$4.37M
4
HSY icon
Hershey
HSY
+$2.33M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$1.86M

Top Sells

1
+$1.77M
2
+$1.72M
3
+$1.55M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.49M
5
MSFT icon
Microsoft
MSFT
+$1.43M

Sector Composition

1 Technology 24.81%
2 Financials 12.52%
3 Healthcare 10.89%
4 Consumer Staples 8.95%
5 Industrials 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.11M 0.58%
6,540
-3
52
$2.96M 0.55%
11,901
-98
53
$2.92M 0.55%
41,043
-1,360
54
$2.81M 0.52%
74,442
+662
55
$2.79M 0.52%
55,008
+36,695
56
$2.7M 0.51%
18,116
+272
57
$2.65M 0.5%
55,268
+5,415
58
$2.57M 0.48%
18,245
-110
59
$2.52M 0.47%
17,391
-402
60
$2.39M 0.45%
5,474
+449
61
$2.36M 0.44%
27,284
-676
62
$2.33M 0.44%
+12,506
63
$2.17M 0.41%
41,709
-104
64
$2.17M 0.41%
26,678
-1,364
65
$2.16M 0.4%
13,059
+159
66
$2.16M 0.4%
26,294
-822
67
$2.13M 0.4%
29,459
+221
68
$2.06M 0.38%
12,070
-268
69
$2.03M 0.38%
121,209
-5,657
70
$2M 0.37%
16,815
-540
71
$2M 0.37%
3,427
+172
72
$1.97M 0.37%
39,780
-2,680
73
$1.94M 0.36%
40,731
-14,677
74
$1.91M 0.36%
39,851
-2,980
75
$1.89M 0.35%
35,880
-1,200
1 2
3
4 5