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
151
$364K 0.09%
8,525
152
$359K 0.09%
43,570
153
$342K 0.08%
10,050
+1,275
154
$338K 0.08%
+2,910
155
$333K 0.08%
2,760
+260
156
$331K 0.08%
+7,876
157
$327K 0.08%
1,837
-85
158
$327K 0.08%
2,600
-109
159
$325K 0.08%
3,099
+8
160
$322K 0.08%
12,646
161
$321K 0.08%
1,650
162
$319K 0.08%
+1,831
163
$314K 0.08%
+2,427
164
$312K 0.08%
3,460
165
$310K 0.08%
438
-13
166
$309K 0.08%
+20,535
167
$299K 0.07%
+3,048
168
$292K 0.07%
2,083
+35
169
$288K 0.07%
+8,707
170
$278K 0.07%
5,319
-1,824
171
$277K 0.07%
11,690
172
$275K 0.07%
1,349
+5
173
$267K 0.06%
2,573
174
$264K 0.06%
4,117
-180
175
$261K 0.06%
743
-1,389
5 6
7
8 9