IIM
Ipswich Investment Management Portfolio holdings
AUM
$414M
1-Year Return
15.04%
This Quarter Return
-11.81%
1 Year Return
+15.04%
3 Year Return
+70.41%
5 Year Return
+132.95%
10 Year Return
+315.52%
AUM
$273M
AUM Growth
-$23M
(-7.8%)
Cap. Flow
+$17.2M
Cap. Flow
% of AUM
6.29%
Top 10 Holdings %
Top 10 Hldgs %
26.77%
Holding
449
New
282
Increased
70
Reduced
58
Closed
2
Top Buys
| 1 |
Illinois Tool Works
ITW
|
$2.15M |
| 2 |
Progressive
PGR
|
$1.86M |
| 3 |
Costco
COST
|
$1.39M |
| 4 |
Johnson & Johnson
JNJ
|
$517K |
| 5 |
HSBC
HSBC
|
$442K |
Top Sells
| 1 |
PX
Praxair Inc
PX
|
$2.51M |
| 2 |
Horace Mann Educators
HMN
|
$2.21M |
| 3 |
LLL
L3 Technologies, Inc.
LLL
|
$1.48M |
| 4 |
APA Corp
APA
|
$1.37M |
| 5 |
Scotiabank
BNS
|
$1.12M |
Sector Composition
| 1 | Healthcare | 17.97% |
| 2 | Technology | 15.42% |
| 3 | Consumer Staples | 12.64% |
| 4 | Industrials | 12.39% |
| 5 | Energy | 11.5% |
