IIC

Ironwood Investment Counsel Portfolio holdings

AUM $686M
1-Year Est. Return 14.62%
This Quarter Est. Return
1 Year Est. Return
+14.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$197M
AUM Growth
+$401K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$2.69M
3
+$1.83M
4
BHP icon
BHP
BHP
+$244K
5
WMT icon
Walmart
WMT
+$228K

Top Sells

1
+$3.39M
2
+$1.57M
3
+$800K
4
WU icon
Western Union
WU
+$324K
5
BBL
BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares)
BBL
+$279K

Sector Composition

1 Consumer Staples 14.32%
2 Financials 14.12%
3 Technology 13.65%
4 Energy 12.88%
5 Healthcare 11.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.21M 1.12%
39,925
-500
27
$2.12M 1.08%
48,000
28
$2.11M 1.07%
27,158
-418
29
$2.09M 1.06%
70,068
-1,300
30
$2.08M 1.06%
17,914
-369
31
$2.05M 1.04%
10
32
$1.97M 1%
20,756
-199
33
$1.92M 0.98%
32,261
-1,225
34
$1.9M 0.97%
23,721
+2
35
$1.88M 0.96%
21,374
-582
36
$1.83M 0.93%
+18,810
37
$1.74M 0.88%
14,957
+140
38
$1.65M 0.84%
15,834
39
$1.58M 0.81%
48,400
40
$1.56M 0.8%
7,553
-50
41
$1.55M 0.79%
9,424
-923
42
$1.47M 0.74%
1,830
-51
43
$1.42M 0.72%
11,389
+66
44
$1.33M 0.67%
34,903
-938
45
$1.32M 0.67%
13,731
46
$1.31M 0.67%
24,183
47
$1.25M 0.64%
20,088
+100
48
$1.25M 0.63%
24,300
49
$1.19M 0.61%
17,775
50
$1.18M 0.6%
26,605
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