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
$214M
AUM Growth
+$42.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.99M
3
+$1.95M
4
DE icon
Deere & Co
DE
+$1.91M
5
WMT icon
Walmart
WMT
+$1.68M

Top Sells

1
+$1.02M
2
+$1M
3
+$489K
4
BMY icon
Bristol-Myers Squibb
BMY
+$409K
5
KMI icon
Kinder Morgan
KMI
+$329K

Sector Composition

1 Consumer Staples 17.23%
2 Financials 16.61%
3 Technology 15.83%
4 Industrials 12.73%
5 Healthcare 11.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$632K 0.3%
20,000
77
$580K 0.27%
+5,572
78
$578K 0.27%
7,200
79
$559K 0.26%
8,500
80
$555K 0.26%
3,164
-116
81
$548K 0.26%
+8,634
82
$546K 0.26%
19,400
+1,000
83
$538K 0.25%
14,379
+7,098
84
$536K 0.25%
8,057
+823
85
$519K 0.24%
13,781
-3,678
86
$516K 0.24%
8,076
+76
87
$504K 0.24%
7,566
+3,916
88
$502K 0.23%
5,000
89
$499K 0.23%
4,003
+78
90
$478K 0.22%
10,800
+3,781
91
$473K 0.22%
3,175
+1,400
92
$470K 0.22%
2,095
-50
93
$462K 0.22%
12,483
+883
94
$462K 0.22%
5,733
-567
95
$459K 0.21%
+1,916
96
$447K 0.21%
5,154
+1,858
97
$419K 0.2%
29,718
+9,078
98
$416K 0.19%
+3,456
99
$404K 0.19%
2,794
+792
100
$402K 0.19%
+8,050
2 3
4
5 6