IIC

Ironwood Investment Counsel Portfolio holdings

AUM $686M
1-Year Est. Return 14.62%
This Quarter Est. Return
1 Year Est. Return
+14.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$214M
AUM Growth
+$42.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.99M
3
+$1.95M
4
DE icon
Deere & Co
DE
+$1.91M
5
WMT icon
Walmart
WMT
+$1.68M

Top Sells

1
+$1.02M
2
+$1M
3
+$489K
4
BMY icon
Bristol-Myers Squibb
BMY
+$409K
5
KMI icon
Kinder Morgan
KMI
+$329K

Sector Composition

1 Consumer Staples 17.23%
2 Financials 16.61%
3 Technology 15.83%
4 Industrials 12.73%
5 Healthcare 11.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$401K 0.19%
4,850
+1,162
102
$400K 0.19%
10,000
103
$399K 0.19%
8,439
+390
104
$394K 0.18%
+2,882
105
$389K 0.18%
11,000
106
$378K 0.18%
5,432
+632
107
$375K 0.18%
7,270
-4,820
108
$362K 0.17%
7,544
-3,456
109
$356K 0.17%
6,000
-425
110
$356K 0.17%
12,000
+525
111
$355K 0.17%
5,037
+150
112
$348K 0.16%
+2,750
113
$340K 0.16%
5,059
+259
114
$336K 0.16%
3,104
115
$333K 0.16%
4,900
116
$329K 0.15%
7,450
-22,686
117
$325K 0.15%
17,842
118
$320K 0.15%
20,650
119
$299K 0.14%
+2,682
120
$299K 0.14%
3,365
+228
121
$299K 0.14%
+7,140
122
$297K 0.14%
3,106
+4
123
$296K 0.14%
+7,916
124
$289K 0.14%
2,800
125
$285K 0.13%
5,278
-1,451
2 3 4
5
6