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
$151M
AUM Growth
-$3.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$291K
2 +$282K
3 +$164K
4
INTC icon
Intel
INTC
+$91.2K
5
SYY icon
Sysco
SYY
+$90.5K

Top Sells

1 +$1.65M
2 +$947K
3 +$807K
4
AAPL icon
Apple
AAPL
+$376K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$328K

Sector Composition

1 Consumer Staples 15.94%
2 Financials 14.99%
3 Healthcare 14.32%
4 Energy 12.47%
5 Technology 12.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$210K 0.14%
4,475
-280
102
$204K 0.13%
3,259
-192
103
$179K 0.12%
30,000
104
$64K 0.04%
10,000
105
-4,600
106
-14,976