IIC
Ironwood Investment Counsel Portfolio holdings
AUM
$647M
1-Year Return
14.67%
This Quarter Return
+3.35%
1 Year Return
+14.67%
3 Year Return
+58.55%
5 Year Return
+112.75%
10 Year Return
+237.75%
AUM
$247M
AUM Growth
-$17.9M
(-6.8%)
Cap. Flow
-$25.4M
Cap. Flow
% of AUM
-10.28%
Top 10 Holdings %
Top 10 Hldgs %
36.46%
Holding
169
New
16
Increased
41
Reduced
60
Closed
26
Top Buys
| 1 |
Western Union
WU
|
$1.55M |
| 2 |
Sysco
SYY
|
$1.23M |
| 3 |
NLSN
Nielsen Holdings plc
NLSN
|
$1.14M |
| 4 |
GE Aerospace
GE
|
$969K |
| 5 |
Willis Towers Watson
WTW
|
$942K |
Top Sells
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$2.55M |
| 2 |
Exxon Mobil
XOM
|
$2.23M |
| 3 |
iShares MSCI ACWI ex US ETF
ACWX
|
$2.19M |
| 4 |
BancFirst
BANF
|
$2.13M |
| 5 |
McDonald's
MCD
|
$1.57M |
Sector Composition
| 1 | Financials | 19.97% |
| 2 | Consumer Staples | 16.66% |
| 3 | Technology | 14.88% |
| 4 | Industrials | 13.51% |
| 5 | Healthcare | 11.14% |
