IIC

Ironwood Investment Counsel Portfolio holdings

AUM $716M
1-Year Est. Return 17.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$647M
AUM Growth
+$68.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$36.3M
2
+$10.2M
3
+$8.92M
4
WTW icon
Willis Towers Watson
WTW
+$3.54M
5
MCK icon
McKesson
MCK
+$2.82M

Top Sells

1
+$12.9M
2
+$11.8M
3
+$6.09M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.82M
5
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$1.78M

Sector Composition

1 Technology 24.23%
2 Financials 16.64%
3 Healthcare 8.54%
4 Consumer Staples 7.87%
5 Industrials 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$240K 0.04%
+721
227
$233K 0.04%
+1,344
228
$233K 0.04%
574
-7
229
$229K 0.04%
2,284
230
$229K 0.04%
1,097
231
$227K 0.04%
+943
232
$226K 0.03%
3,536
-237
233
$224K 0.03%
112
-3
234
$223K 0.03%
+3,311
235
$223K 0.03%
2,430
-695
236
$222K 0.03%
2,460
+315
237
$220K 0.03%
+6,568
238
$218K 0.03%
+1,154
239
$216K 0.03%
4,667
+96
240
$216K 0.03%
+3,221
241
$215K 0.03%
+303
242
$211K 0.03%
+3,520
243
$207K 0.03%
1,111
-689
244
$206K 0.03%
2,981
+40
245
$206K 0.03%
+2,189
246
$204K 0.03%
638
+6
247
$204K 0.03%
+1,607
248
$203K 0.03%
+677
249
$202K 0.03%
+268
250
$201K 0.03%
+535
7 8 9
10
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