IIM
Ipswich Investment Management Portfolio holdings
AUM
$414M
This Quarter Return
+2.46%
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
(-0.11%)
Cap. Flow
-$1.31M
Cap. Flow
% of AUM
-0.56%
Top 10 Holdings %
Top 10 Hldgs %
30%
Holding
144
New
11
Increased
31
Reduced
54
Closed
11
Top Buys
| 1 |
JWN
Nordstrom
JWN
|
$2.26M |
| 2 |
Walt Disney
DIS
|
$1.93M |
| 3 |
Wells Fargo
WFC
|
$1.86M |
| 4 |
Nike
NKE
|
$1.8M |
| 5 |
AbbVie
ABBV
|
$1.75M |
Top Sells
| 1 |
SYT
Syngenta Ag
SYT
|
$2.78M |
| 2 |
GSK
GSK
|
$1.51M |
| 3 |
PCP
PRECISION CASTPARTS CORP
PCP
|
$1.39M |
| 4 |
Ares Capital
ARCC
|
$1.26M |
| 5 |
Banco Santander
SAN
|
$1.09M |
Sector Composition
| 1 | Energy | 18.88% |
| 2 | Healthcare | 17% |
| 3 | Technology | 14.77% |
| 4 | Industrials | 13.54% |
| 5 | Financials | 11.64% |
