IIC

Ironwood Investment Counsel Portfolio holdings

AUM $647M
1-Year Est. Return 14.67%
This Quarter Est. Return
1 Year Est. Return
+14.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$247M
AUM Growth
-$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.23M
3
+$1.14M
4
GE icon
GE Aerospace
GE
+$969K
5
WTW icon
Willis Towers Watson
WTW
+$942K

Top Sells

1
+$2.55M
2
+$2.23M
3
+$2.19M
4
BANF icon
BancFirst
BANF
+$2.13M
5
MCD icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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3 4 5 6
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