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
$155M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$5.58M
3
+$5.55M
4
PG icon
Procter & Gamble
PG
+$5.09M
5
MSFT icon
Microsoft
MSFT
+$5.03M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 15.84%
2 Financials 14.31%
3 Healthcare 13.82%
4 Energy 12.39%
5 Technology 12.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$390K 0.25%
+5,000
77
$388K 0.25%
+8,000
78
$376K 0.24%
+6,500
79
$370K 0.24%
+6,410
80
$356K 0.23%
+6,222
81
$349K 0.23%
+7,100
82
$347K 0.22%
+12,650
83
$328K 0.21%
+14,976
84
$313K 0.2%
+4,900
85
$308K 0.2%
+3,735
86
$308K 0.2%
+4,993
87
$307K 0.2%
+7,827
88
$306K 0.2%
+3,019
89
$303K 0.2%
+1,891
90
$291K 0.19%
+5,505
91
$280K 0.18%
+7,281
92
$277K 0.18%
+3,100
93
$276K 0.18%
+16,000
94
$266K 0.17%
+4,644
95
$240K 0.16%
+950
96
$239K 0.15%
+2,955
97
$233K 0.15%
+2,145
98
$225K 0.15%
+15,000
99
$222K 0.14%
+4,755
100
$218K 0.14%
+15,500
1 2 3
4
5