IIM
Ipswich Investment Management Portfolio holdings
AUM
$414M
This Quarter Return
+10.2%
1 Year Return
+15.04%
3 Year Return
+70.41%
5 Year Return
+132.95%
10 Year Return
+315.52%
AUM
$427M
AUM Growth
+$427M
(+7.9%)
Cap. Flow
-$957K
Cap. Flow
% of AUM
-0.22%
Top 10 Holdings %
Top 10 Hldgs %
29.25%
Holding
197
New
11
Increased
45
Reduced
68
Closed
1
Top Buys
| 1 |
Texas Pacific Land
TPL
|
$1.71M |
| 2 |
STAG Industrial
STAG
|
$1.12M |
| 3 |
Procter & Gamble
PG
|
$893K |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$795K |
| 5 |
Archer Daniels Midland
ADM
|
$688K |
Top Sells
| 1 |
NVIDIA
NVDA
|
$2.15M |
| 2 |
Advanced Micro Devices
AMD
|
$1.82M |
| 3 |
Apple
AAPL
|
$1.31M |
| 4 |
Johnson & Johnson
JNJ
|
$577K |
| 5 |
iShares Russell 3000 ETF
IWV
|
$561K |
Sector Composition
| 1 | Technology | 21.84% |
| 2 | Healthcare | 15.42% |
| 3 | Industrials | 12.56% |
| 4 | Consumer Staples | 10.69% |
| 5 | Financials | 10.46% |
