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
176
$414K 0.08%
2,063
+45
177
$408K 0.08%
1,650
178
$406K 0.08%
4,615
+105
179
$402K 0.08%
15,858
-615
180
$400K 0.07%
5,162
-192
181
$393K 0.07%
4,089
-174
182
$389K 0.07%
2,600
183
$388K 0.07%
3,807
184
$381K 0.07%
1,686
185
$379K 0.07%
7,925
-500
186
$366K 0.07%
4,660
-100
187
$366K 0.07%
4,332
-266
188
$360K 0.07%
3,461
189
$356K 0.07%
9,870
-2,425
190
$352K 0.07%
43,570
191
$351K 0.07%
3,941
-1,679
192
$339K 0.06%
2,248
-560
193
$338K 0.06%
1,944
+101
194
$337K 0.06%
4,658
195
$331K 0.06%
3,204
-254
196
$327K 0.06%
1,590
-70
197
$327K 0.06%
3,657
-24
198
$323K 0.06%
9,330
+1
199
$318K 0.06%
5,240
-682
200
$309K 0.06%
9,550
-600
6 7
8
9 10