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
176
$261K 0.06%
4,169
+1,000
177
$259K 0.06%
+1,213
178
$249K 0.06%
+2,765
179
$248K 0.06%
8,000
180
$241K 0.06%
20,309
+197
181
$239K 0.06%
+2,356
182
$238K 0.06%
4,750
183
$233K 0.06%
4,889
184
$231K 0.06%
1,110
+2
185
$230K 0.06%
+3,400
186
$228K 0.06%
+5,420
187
$222K 0.05%
+5,950
188
$221K 0.05%
1,875
-129
189
$219K 0.05%
+6,525
190
$218K 0.05%
9,020
+17
191
$217K 0.05%
679
+2
192
$217K 0.05%
3,017
+105
193
$215K 0.05%
+834
194
$213K 0.05%
+1,159
195
$212K 0.05%
1,957
-60
196
$211K 0.05%
+2,005
197
$208K 0.05%
+1,532
198
$208K 0.05%
+1,196
199
$207K 0.05%
+1,100
200
$201K 0.05%
+3,011
5 6 7
8
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