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
201
$149K 0.04%
+12,175
202
$134K 0.03%
37,580
+1,348
203
$120K 0.03%
26,100
204
$68K 0.02%
10,000
205
$37.2K 0.01%
30,495
-1,467
206
– –
-28,950
207
– –
-17,271
208
– –
-5,630
209
– –
-9,324
210
– –
-3,254
211
– –
-850
212
– –
-14,500
213
– –
-1,385
214
– –
-14,024
215
– –
-2,518
5 6 7 8
9