IIM
Ipswich Investment Management Portfolio holdings
AUM
$414M
This Quarter Return
-1.21%
1 Year Return
+15.04%
3 Year Return
+70.41%
5 Year Return
+132.95%
10 Year Return
+315.52%
AUM
$228M
AUM Growth
+$228M
(-2.8%)
Cap. Flow
-$1.29M
Cap. Flow
% of AUM
-0.57%
Top 10 Holdings %
Top 10 Hldgs %
29.11%
Holding
140
New
7
Increased
21
Reduced
54
Closed
6
Top Buys
| 1 |
Ford
F
|
$3.3M |
| 2 |
Visa
V
|
$2.72M |
| 3 |
RTN
Raytheon Company
RTN
|
$2.31M |
| 4 |
Church & Dwight Co
CHD
|
$2.03M |
| 5 |
Honeywell
HON
|
$870K |
Top Sells
| 1 |
Qualcomm
QCOM
|
$2.38M |
| 2 |
Emerson Electric
EMR
|
$2.08M |
| 3 |
Amgen
AMGN
|
$1.22M |
| 4 |
CBI
Chicago Bridge & Iron Nv
CBI
|
$914K |
| 5 |
Banco Santander
SAN
|
$883K |
Sector Composition
| 1 | Energy | 17.78% |
| 2 | Healthcare | 17.59% |
| 3 | Technology | 13.44% |
| 4 | Industrials | 12.73% |
| 5 | Financials | 12.12% |
