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
101
$1.37M 0.21%
14,234
+685
102
$1.37M 0.21%
5,018
+1,615
103
$1.32M 0.2%
25,412
+243
104
$1.31M 0.2%
5,637
-12
105
$1.29M 0.2%
5,900
+151
106
$1.24M 0.19%
3,142
+9
107
$1.24M 0.19%
11,657
+467
108
$1.23M 0.19%
3,172
+152
109
$1.17M 0.18%
+18,426
110
$1.15M 0.18%
3,496
111
$1.14M 0.18%
12,624
-1,188
112
$1.12M 0.17%
5,189
+3,354
113
$1.08M 0.17%
12,058
114
$1.03M 0.16%
2,018
-14
115
$1.01M 0.16%
3,764
-26
116
$1.01M 0.16%
20,709
-1,938
117
$1.01M 0.16%
9,136
+1,284
118
$1M 0.16%
4,839
+249
119
$1M 0.15%
41,934
+1,806
120
$992K 0.15%
13,084
-22
121
$982K 0.15%
3,434
+53
122
$981K 0.15%
37,030
-19,558
123
$936K 0.14%
3,001
+126
124
$907K 0.14%
3,941
+562
125
$896K 0.14%
3,462
3 4
5
6 7