IIC

Ironwood Investment Counsel Portfolio holdings

AUM $686M
1-Year Est. Return 14.62%
This Quarter Est. Return
1 Year Est. Return
+14.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$259M
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$4.78M
2 +$2.88M
3 +$2.02M
4
NLSN
Nielsen Holdings plc
NLSN
+$1.08M
5
INTC icon
Intel
INTC
+$1.06M

Sector Composition

1 Financials 18.44%
2 Technology 18.27%
3 Consumer Staples 17.3%
4 Healthcare 14.01%
5 Industrials 10.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-1,544
152
-10,576