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
$230M
AUM Growth
+$4.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$1.55M
3
+$852K
4
GIS icon
General Mills
GIS
+$821K
5
BAC icon
Bank of America
BAC
+$676K

Top Sells

1
+$2.7M
2
+$1.71M
3
+$776K
4
WU icon
Western Union
WU
+$744K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$731K

Sector Composition

1 Financials 20.14%
2 Consumer Staples 18.55%
3 Technology 17.63%
4 Industrials 12.09%
5 Healthcare 11.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$651K 0.28%
7,660
-2,460
77
$648K 0.28%
3,175
78
$599K 0.26%
3,103
79
$589K 0.26%
3,454
80
$577K 0.25%
6,200
-232
81
$567K 0.25%
29,818
-582
82
$565K 0.25%
10,962
-216
83
$555K 0.24%
+18,630
84
$550K 0.24%
2,700
85
$518K 0.23%
+41,688
86
$517K 0.23%
7,900
-840
87
$515K 0.22%
1,744
-15
88
$511K 0.22%
+7,953
89
$506K 0.22%
9,134
-2,595
90
$504K 0.22%
4,900
91
$497K 0.22%
1,834
-175
92
$471K 0.21%
16,050
-550
93
$455K 0.2%
7,748
+1,375
94
$433K 0.19%
6,950
-450
95
$407K 0.18%
3,004
+6
96
$401K 0.17%
7,544
97
$400K 0.17%
5,187
98
$399K 0.17%
8,474
-2,450
99
$393K 0.17%
4,800
-259
100
$379K 0.17%
1,547
-140
2 3
4
5 6