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
$271M
AUM Growth
+$8.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$1.07M
3
+$438K
4
BAC icon
Bank of America
BAC
+$365K
5
CHNG
Change Healthcare Inc. Common Stock
CHNG
+$332K

Top Sells

1
+$2.87M
2
+$765K
3
+$407K
4
APAM icon
Artisan Partners
APAM
+$390K
5
PG icon
Procter & Gamble
PG
+$339K

Sector Composition

1 Financials 19.5%
2 Technology 18.75%
3 Consumer Staples 18.18%
4 Healthcare 11.69%
5 Industrials 10.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$376K 0.14%
4,041
-83
102
$374K 0.14%
2,962
+25
103
$372K 0.14%
1,668
-25
104
$367K 0.14%
16,768
+473
105
$365K 0.13%
+12,524
106
$354K 0.13%
11,469
+5,925
107
$350K 0.13%
2,960
108
$349K 0.13%
5,900
-300
109
$345K 0.13%
7,871
+298
110
$343K 0.13%
5,154
+39
111
$335K 0.12%
3,452
112
$335K 0.12%
2,980
113
$332K 0.12%
+27,485
114
$330K 0.12%
2,352
-108
115
$328K 0.12%
3,665
-61
116
$326K 0.12%
3,795
-28
117
$324K 0.12%
2,142
-2
118
$310K 0.11%
950
119
$309K 0.11%
7,534
-1,438
120
$308K 0.11%
4,046
-552
121
$299K 0.11%
+15,183
122
$297K 0.11%
18,770
+4,990
123
$295K 0.11%
14,329
124
$294K 0.11%
1,952
+3
125
$289K 0.11%
1,334
-262
3 4
5
6 7