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
$155M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$11.6M
2 +$5.58M
3 +$5.55M
4
PG icon
Procter & Gamble
PG
+$5.09M
5
MSFT icon
Microsoft
MSFT
+$5.03M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 15.84%
2 Financials 14.31%
3 Healthcare 13.82%
4 Energy 12.39%
5 Technology 12.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$209K 0.14%
+4,000
102
$208K 0.13%
+3,451
103
$206K 0.13%
+8,200
104
$203K 0.13%
+4,600
105
$193K 0.12%
+30,000
106
$59K 0.04%
+10,000