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
$176M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1 +$2.54M
2 +$2.31M
3 +$1.42M
4
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$1.07M
5
WTW icon
Willis Towers Watson
WTW
+$1.01M

Top Sells

1 +$777K
2 +$546K
3 +$523K
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$244K
5
OCR
OMNICARE INC
OCR
+$220K

Sector Composition

1 Energy 16.38%
2 Financials 15%
3 Consumer Staples 14.63%
4 Healthcare 12.77%
5 Technology 11.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$188K 0.11%
3,004
-255
127
$146K 0.08%
10,000
-5,000
128
$71K 0.04%
10,000
129
$48K 0.03%
+2,000
130
-30,000
131
-6,427