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
$196M
AUM Growth
-$1.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.05M
3
+$791K
4
IBM icon
IBM
IBM
+$649K
5
DEO icon
Diageo
DEO
+$519K

Top Sells

1
+$1.04M
2
+$941K
3
+$862K
4
INTC icon
Intel
INTC
+$820K
5
CSCO icon
Cisco
CSCO
+$534K

Sector Composition

1 Consumer Staples 14.68%
2 Financials 14.22%
3 Technology 13.66%
4 Energy 13.39%
5 Healthcare 12.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$359K 0.18%
1,738
+186
102
$359K 0.18%
2,145
103
$354K 0.18%
+6,300
104
$348K 0.18%
3,925
105
$348K 0.18%
5,020
-230
106
$341K 0.17%
4,900
107
$336K 0.17%
3,250
108
$329K 0.17%
3,905
+1,150
109
$327K 0.17%
3,019
110
$322K 0.16%
3,104
111
$316K 0.16%
2,800
112
$313K 0.16%
3,101
113
$307K 0.16%
17,842
114
$301K 0.15%
6,425
115
$300K 0.15%
15,000
116
$293K 0.15%
6,273
-1,050
117
$292K 0.15%
7,281
118
$289K 0.15%
2,002
+117
119
$280K 0.14%
2,789
120
$279K 0.14%
6,000
121
$271K 0.14%
20,640
+540
122
$269K 0.14%
1,775
123
$269K 0.14%
4,800
124
$264K 0.13%
4,000
125
$256K 0.13%
20,825
2 3 4
5
6