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
$535M
AUM Growth
+$59.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$9.13M
2
+$6.31M
3
+$4.37M
4
HSY icon
Hershey
HSY
+$2.33M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$1.86M

Top Sells

1
+$1.77M
2
+$1.72M
3
+$1.55M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.49M
5
MSFT icon
Microsoft
MSFT
+$1.43M

Sector Composition

1 Technology 24.81%
2 Financials 12.52%
3 Healthcare 10.89%
4 Consumer Staples 8.95%
5 Industrials 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.23M 0.23%
10,702
-973
102
$1.21M 0.23%
3,104
103
$1.18M 0.22%
24,052
-1,287
104
$1.18M 0.22%
5,990
-37
105
$1.11M 0.21%
11,427
106
$1.09M 0.2%
15,978
-2,118
107
$1.09M 0.2%
2
108
$1.08M 0.2%
5,700
109
$1.07M 0.2%
8,175
-3,783
110
$1.06M 0.2%
4,553
-184
111
$1.05M 0.2%
3,117
-100
112
$1.05M 0.2%
35,218
-6,740
113
$1.03M 0.19%
291
-9
114
$989K 0.18%
37,875
115
$974K 0.18%
3,253
-12
116
$965K 0.18%
2,357
-304
117
$950K 0.18%
3,609
-63
118
$913K 0.17%
31,710
-8,929
119
$908K 0.17%
3,466
-72
120
$885K 0.17%
5,190
-76
121
$867K 0.16%
11,508
122
$848K 0.16%
2,867
-25
123
$841K 0.16%
4,239
-117
124
$834K 0.16%
8,889
-324
125
$834K 0.16%
27,384
+1,334
3 4
5
6 7