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
$151M
AUM Growth
-$3.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$291K
2
+$282K
3
+$164K
4
INTC icon
Intel
INTC
+$91.2K
5
SYY icon
Sysco
SYY
+$90.5K

Top Sells

1
+$1.65M
2
+$947K
3
+$807K
4
AAPL icon
Apple
AAPL
+$376K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$328K

Sector Composition

1 Consumer Staples 15.94%
2 Financials 14.99%
3 Healthcare 14.32%
4 Energy 12.47%
5 Technology 12.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$426K 0.28%
7,780
77
$426K 0.28%
6,410
78
$408K 0.27%
9,863
+114
79
$404K 0.27%
5,000
80
$393K 0.26%
8,191
+191
81
$364K 0.24%
3,019
82
$353K 0.23%
13,000
+350
83
$353K 0.23%
6,500
84
$323K 0.21%
7,923
+642
85
$323K 0.21%
5,056
+412
86
$322K 0.21%
4,900
87
$320K 0.21%
16,000
88
$318K 0.21%
1,892
+1
89
$309K 0.2%
4,993
90
$306K 0.2%
4,000
91
$292K 0.19%
3,497
-238
92
$287K 0.19%
3,100
93
$249K 0.16%
950
94
$247K 0.16%
2,145
95
$244K 0.16%
6,427
-1,400
96
$238K 0.16%
4,607
-898
97
$235K 0.16%
15,000
-500
98
$213K 0.14%
2,630
-325
99
$212K 0.14%
15,000
100
$211K 0.14%
8,200
1 2 3
4
5