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
$225M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$989K
2
+$970K
3
+$790K
4
MKL icon
Markel Group
MKL
+$629K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$458K

Top Sells

1
+$3.14M
2
+$1.97M
3
+$1.54M
4
CMCSA icon
Comcast
CMCSA
+$1.11M
5
AAPL icon
Apple
AAPL
+$1.04M

Sector Composition

1 Financials 19.15%
2 Consumer Staples 16.63%
3 Technology 15.43%
4 Industrials 12.31%
5 Healthcare 10.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$6K ﹤0.01%
2,000
152
– –
-25,805
153
– –
-20,000
154
– –
-1,840
155
– –
-3,327
156
– –
-14,588
157
– –
-20,650
3 4 5 6
7