IIC
Ironwood Investment Counsel Portfolio holdings
AUM
$647M
1-Year Return
14.67%
This Quarter Return
-0.3%
1 Year Return
+14.67%
3 Year Return
+58.55%
5 Year Return
+112.75%
10 Year Return
+237.75%
AUM
$196M
AUM Growth
-$1.64M
(-0.83%)
Cap. Flow
+$41.6K
Cap. Flow
% of AUM
0.02%
Top 10 Holdings %
Top 10 Hldgs %
33.31%
Holding
145
New
3
Increased
33
Reduced
51
Closed
4
Top Buys
| 1 |
Canadian National Railway
CNI
|
+$1.57M |
| 2 |
SPXH
Janus Velocity Volatility Hedged Large Cap ETF
SPXH
|
+$1.05M |
| 3 |
Apple
AAPL
|
+$791K |
| 4 |
IBM
IBM
|
+$649K |
| 5 |
Diageo
DEO
|
+$519K |
Top Sells
| 1 |
LM
Legg Mason, Inc.
LM
|
+$1.04M |
| 2 |
Becton Dickinson
BDX
|
+$941K |
| 3 |
Medtronic
MDT
|
+$862K |
| 4 |
Intel
INTC
|
+$820K |
| 5 |
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% |
