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
$328M
AUM Growth
+$73.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$2.76M
3
+$2.52M
4
ACN icon
Accenture
ACN
+$2.12M
5
PAYX icon
Paychex
PAYX
+$2.08M

Top Sells

1
+$3.31M
2
+$1.55M
3
+$1.03M
4
MKL icon
Markel Group
MKL
+$971K
5
FAST icon
Fastenal
FAST
+$801K

Sector Composition

1 Technology 22.75%
2 Financials 16.02%
3 Consumer Staples 15.15%
4 Healthcare 12%
5 Industrials 11.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.02M 0.31%
8,166
77
$1.02M 0.31%
8,525
-138
78
$1.02M 0.31%
+18,674
79
$974K 0.3%
45,488
-37,404
80
$962K 0.29%
85,970
+9,685
81
$950K 0.29%
37,109
+3,843
82
$945K 0.29%
12,902
+578
83
$928K 0.28%
17,628
-4,742
84
$909K 0.28%
11,600
-30
85
$885K 0.27%
19,816
-189
86
$881K 0.27%
2,860
-481
87
$876K 0.27%
5,011
-498
88
$868K 0.27%
16,980
+1,301
89
$867K 0.26%
3,159
90
$843K 0.26%
4,678
91
$829K 0.25%
4,368
-12
92
$777K 0.24%
8,896
+6,178
93
$771K 0.24%
24,430
+940
94
$715K 0.22%
26,433
95
$709K 0.22%
7,910
+2
96
$705K 0.22%
10,600
-60
97
$692K 0.21%
21,312
+780
98
$679K 0.21%
736
-1,052
99
$670K 0.2%
15,525
100
$667K 0.2%
1,828
+202
2 3
4
5 6