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
101
$639K 0.16%
3,328
+5
102
$632K 0.16%
+1,604
103
$628K 0.16%
11,349
104
$625K 0.16%
3,126
+3
105
$625K 0.16%
4,141
106
$624K 0.16%
3,188
107
$601K 0.15%
3,118
-362
108
$599K 0.15%
10,128
+565
109
$596K 0.15%
2,687
+253
110
$580K 0.15%
4,543
-378
111
$577K 0.15%
7,000
112
$559K 0.14%
7,728
+203
113
$558K 0.14%
3,739
-108
114
$554K 0.14%
3,535
115
$550K 0.14%
8,581
-80
116
$548K 0.14%
8,071
117
$535K 0.14%
27,660
+1,986
118
$526K 0.13%
7,121
+4
119
$515K 0.13%
6,716
120
$499K 0.13%
2,597
-82
121
$497K 0.13%
11,675
122
$495K 0.13%
4,600
123
$465K 0.12%
2,116
-124
124
$465K 0.12%
5,500
125
$461K 0.12%
3,496
3 4
5
6 7