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
151
$601K 0.11%
8,365
-18
152
$596K 0.11%
19,105
-3,359
153
$590K 0.11%
7,852
154
$589K 0.11%
+1,943
155
$586K 0.11%
9,569
-1,029
156
$584K 0.11%
1,871
-117
157
$581K 0.11%
1,065
-58
158
$580K 0.11%
7,988
-604
159
$579K 0.11%
1,934
+1
160
$579K 0.11%
11,349
161
$574K 0.11%
4,032
-277
162
$569K 0.11%
6,439
-797
163
$567K 0.11%
6,000
-100
164
$538K 0.1%
29,112
-1,672
165
$497K 0.09%
3,280
-200
166
$492K 0.09%
3,452
167
$472K 0.09%
1,951
-73
168
$468K 0.09%
5,419
-2,718
169
$465K 0.09%
2,045
-165
170
$446K 0.08%
9,000
-621
171
$429K 0.08%
5,299
-3
172
$429K 0.08%
9,450
-600
173
$426K 0.08%
5,250
174
$425K 0.08%
4,716
-2,000
175
$423K 0.08%
3,905
+16
5 6
7
8 9