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
126
$833K 0.16%
3,390
127
$833K 0.16%
3,301
-540
128
$806K 0.15%
10,574
-100
129
$804K 0.15%
2,010
-38
130
$799K 0.15%
7,361
-29
131
$789K 0.15%
34,275
132
$771K 0.14%
11,805
-833
133
$768K 0.14%
13,329
-547
134
$720K 0.13%
1,635
135
$719K 0.13%
3,029
-3,467
136
$711K 0.13%
2,949
-242
137
$691K 0.13%
2,869
-120
138
$688K 0.13%
6,404
-1,514
139
$688K 0.13%
4,665
-1,000
140
$685K 0.13%
2,627
-15
141
$683K 0.13%
+12,315
142
$682K 0.13%
73,650
-4,400
143
$674K 0.13%
7,639
+221
144
$667K 0.12%
16,235
-4,171
145
$665K 0.12%
5,813
-239
146
$647K 0.12%
34,392
-774
147
$626K 0.12%
2,476
-164
148
$625K 0.12%
3,496
149
$612K 0.11%
7,680
-131
150
$608K 0.11%
32,772
+1,500
4 5
6
7 8