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
$535M
AUM Growth
+$59.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$9.13M
2
+$6.31M
3
+$4.37M
4
HSY icon
Hershey
HSY
+$2.33M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$1.86M

Top Sells

1
+$1.77M
2
+$1.72M
3
+$1.55M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.49M
5
MSFT icon
Microsoft
MSFT
+$1.43M

Sector Composition

1 Technology 24.81%
2 Financials 12.52%
3 Healthcare 10.89%
4 Consumer Staples 8.95%
5 Industrials 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.74M 0.32%
2,780
-52
77
$1.72M 0.32%
15,977
-3,922
78
$1.7M 0.32%
7,305
-562
79
$1.68M 0.31%
25,781
+541
80
$1.65M 0.31%
3,139
-119
81
$1.63M 0.31%
16,793
-1,545
82
$1.63M 0.3%
32,340
-321
83
$1.61M 0.3%
10,415
-238
84
$1.57M 0.29%
+67,825
85
$1.55M 0.29%
5,956
+4
86
$1.52M 0.28%
4,613
-69
87
$1.5M 0.28%
19,353
-3,074
88
$1.49M 0.28%
25,303
+20
89
$1.45M 0.27%
15,496
+367
90
$1.38M 0.26%
17,785
-1,374
91
$1.36M 0.26%
4,982
+130
92
$1.36M 0.25%
26,581
+22,125
93
$1.36M 0.25%
17,138
-505
94
$1.35M 0.25%
13,893
+872
95
$1.34M 0.25%
7,495
-401
96
$1.33M 0.25%
1,641
+71
97
$1.32M 0.25%
9,225
-1,600
98
$1.3M 0.24%
6,220
-43
99
$1.29M 0.24%
+9,498
100
$1.25M 0.23%
4,327
-107
2 3
4
5 6