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
$356M
AUM Growth
-$51.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$826K
2
+$743K
3
+$494K
4
META icon
Meta Platforms (Facebook)
META
+$479K
5
CMI icon
Cummins
CMI
+$379K

Top Sells

1
+$1.4M
2
+$1.16M
3
+$687K
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$649K
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$623K

Sector Composition

1 Technology 22.78%
2 Healthcare 14.09%
3 Financials 13.95%
4 Consumer Staples 11.53%
5 Industrials 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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