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
176
$430K 0.07%
1,658
177
$429K 0.07%
3,922
+8
178
$421K 0.07%
2,381
-458
179
$413K 0.06%
4,901
+244
180
$406K 0.06%
6,041
+19
181
$401K 0.06%
16,537
-539
182
$401K 0.06%
5,773
-407
183
$400K 0.06%
2,046
-116
184
$392K 0.06%
3,094
+332
185
$389K 0.06%
+6,303
186
$387K 0.06%
1,849
-35
187
$382K 0.06%
5,382
-808
188
$382K 0.06%
+547
189
$362K 0.06%
+3,330
190
$360K 0.06%
14,733
-2,318
191
$360K 0.06%
2,708
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192
$358K 0.06%
1,969
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193
$357K 0.06%
2,698
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194
$352K 0.05%
+2,117
195
$349K 0.05%
+2,002
196
$348K 0.05%
7,135
197
$347K 0.05%
8,262
-1,370
198
$345K 0.05%
3,493
-500
199
$338K 0.05%
3,051
-31
200
$338K 0.05%
+1,546
6 7
8
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