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
$412M
AUM Growth
+$62.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$5.69M
3
+$5.04M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.29M
5
LH icon
Labcorp
LH
+$3.58M

Top Sells

1
+$3.96M
2
+$2.17M
3
+$918K
4
META icon
Meta Platforms (Facebook)
META
+$893K
5
ACN icon
Accenture
ACN
+$825K

Sector Composition

1 Technology 20.57%
2 Financials 13.78%
3 Healthcare 12.56%
4 Consumer Staples 10.19%
5 Industrials 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$484K 0.12%
6,000
-1,000
127
$480K 0.12%
9,621
+550
128
$479K 0.12%
19,014
-2,892
129
$472K 0.11%
6,716
130
$471K 0.11%
2,470
+358
131
$468K 0.11%
6,497
-397
132
$462K 0.11%
2,135
-830
133
$459K 0.11%
7,852
134
$453K 0.11%
30,318
135
$431K 0.1%
1,006
136
$428K 0.1%
1,999
-38
137
$425K 0.1%
+12,436
138
$417K 0.1%
1,246
+7
139
$414K 0.1%
4,658
140
$414K 0.1%
1,788
-97
141
$414K 0.1%
3,452
142
$407K 0.1%
4,600
143
$407K 0.1%
4,299
+615
144
$399K 0.1%
2,410
145
$399K 0.1%
5,145
+14
146
$382K 0.09%
+7,890
147
$378K 0.09%
+3,579
148
$372K 0.09%
5,747
-20
149
$372K 0.09%
1,686
-25
150
$366K 0.09%
+20,400
4 5
6
7 8