IIM
Ipswich Investment Management Portfolio holdings
AUM
$414M
This Quarter Return
+6.89%
1 Year Return
+15.04%
3 Year Return
+70.41%
5 Year Return
+132.95%
10 Year Return
+315.52%
AUM
$222M
AUM Growth
+$222M
(+5.6%)
Cap. Flow
+$1.37M
Cap. Flow
% of AUM
0.62%
Top 10 Holdings %
Top 10 Hldgs %
28.2%
Holding
148
New
11
Increased
39
Reduced
54
Closed
7
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$3.86M |
| 2 |
Costco
COST
|
$2.34M |
| 3 |
TJX Companies
TJX
|
$1.79M |
| 4 |
Nike
NKE
|
$1.51M |
| 5 |
Amazon
AMZN
|
$884K |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$3.77M |
| 2 |
JWN
Nordstrom
JWN
|
$2.05M |
| 3 |
YHOO
Yahoo Inc
YHOO
|
$1.45M |
| 4 |
Northrop Grumman
NOC
|
$946K |
| 5 |
CAM
CAMERON INTERNATIONAL CORPORATION
CAM
|
$539K |
Sector Composition
| 1 | Healthcare | 18.81% |
| 2 | Energy | 15.51% |
| 3 | Financials | 13.31% |
| 4 | Technology | 12.38% |
| 5 | Industrials | 11.78% |
