IIM
Ipswich Investment Management Portfolio holdings
AUM
$414M
This Quarter Return
+2.7%
1 Year Return
+15.04%
3 Year Return
+70.41%
5 Year Return
+132.95%
10 Year Return
+315.52%
AUM
$205M
AUM Growth
+$205M
(+1.2%)
Cap. Flow
+$26.2K
Cap. Flow
% of AUM
0.01%
Top 10 Holdings %
Top 10 Hldgs %
29.43%
Holding
137
New
3
Increased
28
Reduced
59
Closed
5
Top Buys
| 1 |
Church & Dwight Co
CHD
|
$1.15M |
| 2 |
Truist Financial
TFC
|
$795K |
| 3 |
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
|
$474K |
| 4 |
Labcorp
LH
|
$428K |
| 5 |
WEC Energy
WEC
|
$311K |
Top Sells
| 1 |
Wells Fargo
WFC
|
$666K |
| 2 |
CVS Health
CVS
|
$602K |
| 3 |
TE
TECO ENERGY INC
TE
|
$408K |
| 4 |
HSBC
HSBC
|
$263K |
| 5 |
American International
AIG
|
$216K |
Sector Composition
| 1 | Healthcare | 18.54% |
| 2 | Energy | 15.39% |
| 3 | Technology | 12.07% |
| 4 | Industrials | 11.96% |
| 5 | Financials | 11.66% |
