IIM
Ipswich Investment Management Portfolio holdings
AUM
$414M
This Quarter Return
-0.76%
1 Year Return
+15.04%
3 Year Return
+70.41%
5 Year Return
+132.95%
10 Year Return
+315.52%
AUM
$235M
AUM Growth
+$235M
(-9%)
Cap. Flow
-$18.7M
Cap. Flow
% of AUM
-7.95%
Top 10 Holdings %
Top 10 Hldgs %
30.4%
Holding
150
New
6
Increased
11
Reduced
92
Closed
17
Top Buys
| 1 |
Baxter International
BAX
|
$407K |
| 2 |
Regeneron Pharmaceuticals
REGN
|
$252K |
| 3 |
Cummins
CMI
|
$230K |
| 4 |
Lumen
LUMN
|
$215K |
| 5 |
State Street
STT
|
$212K |
Top Sells
| 1 |
Deere & Co
DE
|
$2.37M |
| 2 |
GSK
GSK
|
$845K |
| 3 |
ABB
ABB Ltd.
ABB
|
$745K |
| 4 |
T Rowe Price
TROW
|
$521K |
| 5 |
Whirlpool
WHR
|
$506K |
Sector Composition
| 1 | Energy | 21.33% |
| 2 | Healthcare | 16.33% |
| 3 | Technology | 14.46% |
| 4 | Industrials | 14.27% |
| 5 | Financials | 11.41% |
