IIM
Ipswich Investment Management Portfolio holdings
AUM
$414M
1-Year Return
15.04%
This Quarter Return
+13.95%
1 Year Return
+15.04%
3 Year Return
+70.41%
5 Year Return
+132.95%
10 Year Return
+315.52%
AUM
$306M
AUM Growth
+$33.1M
(+12%)
Cap. Flow
-$1.33M
Cap. Flow
% of AUM
-0.43%
Top 10 Holdings %
Top 10 Hldgs %
27.94%
Holding
448
New
1
Increased
90
Reduced
50
Closed
272
Top Buys
| 1 |
Linde
LIN
|
$2.84M |
| 2 |
Citizens Financial Group
CFG
|
$2.31M |
| 3 |
Progressive
PGR
|
$1.51M |
| 4 |
Ares Capital
ARCC
|
$903K |
| 5 |
Microsoft
MSFT
|
$479K |
Top Sells
| 1 |
Truist Financial
TFC
|
$1.6M |
| 2 |
Chubb
CB
|
$618K |
| 3 |
Rockwell Automation
ROK
|
$216K |
| 4 |
CVS Health
CVS
|
$214K |
| 5 |
Horace Mann Educators
HMN
|
$207K |
Sector Composition
| 1 | Healthcare | 17.1% |
| 2 | Technology | 16.19% |
| 3 | Consumer Staples | 12.99% |
| 4 | Industrials | 12.4% |
| 5 | Financials | 11.62% |
