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
$412M
AUM Growth
+$62.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$5.69M
3
+$5.04M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.29M
5
LH icon
Labcorp
LH
+$3.58M

Top Sells

1
+$3.96M
2
+$2.17M
3
+$918K
4
META icon
Meta Platforms (Facebook)
META
+$893K
5
ACN icon
Accenture
ACN
+$825K

Sector Composition

1 Technology 20.57%
2 Financials 13.78%
3 Healthcare 12.56%
4 Consumer Staples 10.19%
5 Industrials 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.45M 0.35%
10,325
-300
77
$1.43M 0.35%
22,470
+818
78
$1.43M 0.35%
+29,728
79
$1.42M 0.34%
37,875
80
$1.35M 0.33%
4,394
+116
81
$1.34M 0.32%
2,522
-150
82
$1.3M 0.32%
6,253
-81
83
$1.29M 0.31%
3,534
-5
84
$1.23M 0.3%
7,634
-219
85
$1.22M 0.3%
14,333
+175
86
$1.18M 0.29%
9,584
+120
87
$1.17M 0.28%
8,632
+196
88
$1.17M 0.28%
2,560
+61
89
$1.16M 0.28%
6,054
-685
90
$1.12M 0.27%
42,546
+956
91
$1.12M 0.27%
9,293
-7,424
92
$1.09M 0.27%
26,497
-872
93
$1.04M 0.25%
9,212
+4
94
$1.01M 0.24%
11,427
95
$985K 0.24%
4,027
-108
96
$978K 0.24%
14,039
-2,847
97
$967K 0.23%
3,681
+76
98
$937K 0.23%
2
99
$906K 0.22%
34,283
-6,507
100
$897K 0.22%
5,428
-618
2 3
4
5 6