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
$239M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1 +$2.35M
2 +$1.14M
3 +$636K
4
TROW icon
T. Rowe Price
TROW
+$573K
5
PAYX icon
Paychex
PAYX
+$533K

Top Sells

1 +$1.79M
2 +$1.08M
3 +$386K
4
ATVI
Activision Blizzard
ATVI
+$242K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$233K

Sector Composition

1 Financials 19.02%
2 Consumer Staples 17.75%
3 Technology 15.88%
4 Industrials 12.43%
5 Healthcare 12.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-2,675
152
-2,000
153
-1,698
154
-2,882
155
-3,850
156
-2,900
157
-6,690