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
51
$1.16M 0.59%
8,325
+25
52
$1.14M 0.58%
21,224
+8
53
$1.08M 0.55%
11,200
-200
54
$1.06M 0.54%
12,315
+105
55
$1.04M 0.53%
11,092
-35
56
$1.02M 0.52%
10,092
+1,364
57
$997K 0.51%
37,153
-1,924
58
$946K 0.48%
24,114
-898
59
$906K 0.46%
9,475
60
$882K 0.45%
10,013
+1,116
61
$878K 0.45%
6,500
62
$869K 0.44%
3,867
+50
63
$859K 0.44%
10,519
-273
64
$857K 0.44%
18,275
-375
65
$832K 0.42%
11,957
66
$796K 0.4%
16,700
67
$779K 0.4%
16,723
-297
68
$766K 0.39%
18,728
+1
69
$715K 0.36%
42,031
-577
70
$714K 0.36%
43,480
+400
71
$712K 0.36%
8,172
72
$673K 0.34%
10,290
73
$624K 0.32%
8,034
-200
74
$614K 0.31%
13,245
75
$606K 0.31%
11,600
1 2
3
4 5