IIM
Ipswich Investment Management Portfolio holdings
AUM
$414M
This Quarter Return
+8.05%
1 Year Return
+15.04%
3 Year Return
+70.41%
5 Year Return
+132.95%
10 Year Return
+315.52%
AUM
$312M
AUM Growth
+$312M
(+7.5%)
Cap. Flow
+$16.1M
Cap. Flow
% of AUM
5.15%
Top 10 Holdings %
Top 10 Hldgs %
30.51%
Holding
172
New
9
Increased
35
Reduced
70
Closed
2
Top Buys
| 1 |
Apple
AAPL
|
$13.1M |
| 2 |
Novo Nordisk
NVO
|
$2.29M |
| 3 |
Camden National
CAC
|
$1.61M |
| 4 |
Sanofi
SNY
|
$785K |
| 5 |
Qualcomm
QCOM
|
$381K |
Top Sells
| 1 |
Microsoft
MSFT
|
$718K |
| 2 |
CRISPR Therapeutics
CRSP
|
$630K |
| 3 |
JPMorgan Chase
JPM
|
$418K |
| 4 |
Intel
INTC
|
$392K |
| 5 |
Diageo
DEO
|
$392K |
Sector Composition
| 1 | Technology | 21.57% |
| 2 | Healthcare | 18.18% |
| 3 | Consumer Staples | 13.78% |
| 4 | Industrials | 11.86% |
| 5 | Financials | 9.7% |
