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
$265M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1 +$19.7M
2 +$911K
3 +$902K
4
GE icon
GE Aerospace
GE
+$900K
5
CSCO icon
Cisco
CSCO
+$792K

Top Sells

1 +$2.9M
2 +$623K
3 +$464K
4
DVN icon
Devon Energy
DVN
+$302K
5
MAIN icon
Main Street Capital
MAIN
+$233K

Sector Composition

1 Financials 18.83%
2 Consumer Staples 16.29%
3 Technology 14.63%
4 Industrials 11.92%
5 Healthcare 11.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-1,995
152
-6,091
153
-4,000