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
201
$307K 0.06%
2,056
+8
202
$302K 0.06%
4,950
-351
203
$302K 0.06%
3,588
+1
204
$291K 0.05%
548
-65
205
$291K 0.05%
+1,345
206
$287K 0.05%
2,445
-55
207
$278K 0.05%
8,000
208
$274K 0.05%
+7,950
209
$274K 0.05%
+1,422
210
$271K 0.05%
7,216
-632
211
$271K 0.05%
2,843
+6
212
$269K 0.05%
8,384
-1,229
213
$264K 0.05%
186
-90
214
$255K 0.05%
4,540
+428
215
$253K 0.05%
+4,930
216
$252K 0.05%
+3,115
217
$251K 0.05%
3,011
218
$249K 0.05%
300
219
$244K 0.05%
5,082
+400
220
$244K 0.05%
490
221
$239K 0.04%
+17,319
222
$235K 0.04%
2,250
223
$231K 0.04%
1,080
-613
224
$230K 0.04%
2,443
+3
225
$230K 0.04%
446
7 8
9
10 11