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
$228M
AUM Growth
-$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$1.93M
3
+$702K
4
AAPL icon
Apple
AAPL
+$603K
5
CDK
CDK Global, Inc.
CDK
+$436K

Top Sells

1
+$1.23M
2
+$785K
3
+$717K
4
WMT icon
Walmart
WMT
+$688K
5
V icon
Visa
V
+$530K

Sector Composition

1 Consumer Staples 18.15%
2 Financials 17.93%
3 Technology 16.82%
4 Healthcare 14%
5 Industrials 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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152
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-8,360
153
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154
– –
-16,017
155
– –
-3,091
156
– –
-3,365
157
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-2,521
158
– –
-2,088
159
– –
-9,318
160
– –
-2,480
3 4 5 6
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