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
201
$326K 0.05%
3,932
-303
202
$325K 0.05%
14,715
-3,764
203
$324K 0.05%
6,733
-549
204
$319K 0.05%
307
205
$305K 0.05%
696
206
$304K 0.05%
2,270
-30
207
$298K 0.05%
13,290
-5,935
208
$297K 0.05%
4,216
209
$296K 0.05%
9,086
-64
210
$296K 0.05%
500
211
$296K 0.05%
2,600
-39
212
$286K 0.04%
3,909
213
$284K 0.04%
3,121
+14
214
$277K 0.04%
2,000
-250
215
$277K 0.04%
2,654
-32
216
$275K 0.04%
501
+7
217
$270K 0.04%
+1,451
218
$268K 0.04%
2,915
-3
219
$265K 0.04%
61,740
220
$260K 0.04%
4,000
221
$260K 0.04%
+553
222
$251K 0.04%
2,573
223
$248K 0.04%
2,728
224
$245K 0.04%
4,676
+2
225
$241K 0.04%
470
7 8
9
10 11