IIM
Ipswich Investment Management Portfolio holdings
AUM
$414M
1-Year Return
15.04%
This Quarter Return
+2.16%
1 Year Return
+15.04%
3 Year Return
+70.41%
5 Year Return
+132.95%
10 Year Return
+315.52%
AUM
$213M
AUM Growth
-$16.1M
(-7%)
Cap. Flow
-$19.6M
Cap. Flow
% of AUM
-9.17%
Top 10 Holdings %
Top 10 Hldgs %
28.72%
Holding
140
New
9
Increased
27
Reduced
67
Closed
6
Top Buys
| 1 |
Marsh & McLennan
MMC
|
$1.94M |
| 2 |
Oracle
ORCL
|
$1.46M |
| 3 |
Fluor
FLR
|
$1.45M |
| 4 |
Automatic Data Processing
ADP
|
$365K |
| 5 |
AbbVie
ABBV
|
$324K |
Top Sells
| 1 |
American International
AIG
|
$2.74M |
| 2 |
Procter & Gamble
PG
|
$1.89M |
| 3 |
Gilead Sciences
GILD
|
$1.71M |
| 4 |
Microsoft
MSFT
|
$1.47M |
| 5 |
Chevron
CVX
|
$1.35M |
Sector Composition
| 1 | Healthcare | 17.67% |
| 2 | Energy | 13.69% |
| 3 | Industrials | 13.6% |
| 4 | Technology | 12.43% |
| 5 | Financials | 12.36% |
