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
$390M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$2.26M
3
+$2.17M
4
BUD icon
AB InBev
BUD
+$1.13M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.11M

Top Sells

1
+$1.25M
2
+$1.09M
3
+$559K
4
FDX icon
FedEx
FDX
+$488K
5
MKL icon
Markel Group
MKL
+$304K

Sector Composition

1 Technology 21.27%
2 Financials 15.13%
3 Healthcare 11.2%
4 Consumer Staples 10.34%
5 Industrials 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.09M 0.54%
18,629
+436
52
$2.05M 0.52%
44,064
+153
53
$1.93M 0.49%
32,735
+1,079
54
$1.92M 0.49%
9,615
-210
55
$1.91M 0.49%
5,716
+1,264
56
$1.85M 0.47%
11,170
57
$1.85M 0.47%
19,599
-100
58
$1.82M 0.47%
36,779
+4,648
59
$1.77M 0.45%
37,675
60
$1.77M 0.45%
24,376
+882
61
$1.72M 0.44%
35,380
+1,460
62
$1.68M 0.43%
10,925
+105
63
$1.66M 0.42%
12,832
+1,466
64
$1.56M 0.4%
26,075
+719
65
$1.55M 0.4%
17,809
+6,002
66
$1.53M 0.39%
79,763
-3,055
67
$1.44M 0.37%
80,151
+4,563
68
$1.35M 0.35%
13,339
+385
69
$1.23M 0.32%
5,310
-375
70
$1.23M 0.31%
5,465
+585
71
$1.22M 0.31%
5,474
+258
72
$1.17M 0.3%
25,200
-3,699
73
$1.14M 0.29%
21,666
+1,737
74
$1.13M 0.29%
6,519
+344
75
$1.11M 0.29%
+2,594
1 2
3
4 5