IIM
Ipswich Investment Management Portfolio holdings
AUM
$414M
This Quarter Return
+5.37%
1 Year Return
+15.04%
3 Year Return
+70.41%
5 Year Return
+132.95%
10 Year Return
+315.52%
AUM
$258M
AUM Growth
+$258M
(+11%)
Cap. Flow
+$28.8M
Cap. Flow
% of AUM
11.15%
Top 10 Holdings %
Top 10 Hldgs %
28.24%
Holding
151
New
20
Increased
76
Reduced
32
Closed
7
Top Buys
| 1 |
Apple
AAPL
|
$6.08M |
| 2 |
iShares Russell 3000 ETF
IWV
|
$4.46M |
| 3 |
Union Pacific
UNP
|
$3.02M |
| 4 |
Ares Capital
ARCC
|
$2.44M |
| 5 |
Baxter International
BAX
|
$2.35M |
Top Sells
| 1 |
Hartford Financial Services
HIG
|
$2.44M |
| 2 |
Whirlpool
WHR
|
$2.29M |
| 3 |
Prospect Capital
PSEC
|
$1.92M |
| 4 |
Coca-Cola
KO
|
$1.58M |
| 5 |
SI
SIEMENS AKTIENGESELLSCHAFT ADS
SI
|
$1.15M |
Sector Composition
| 1 | Energy | 21.72% |
| 2 | Industrials | 15.63% |
| 3 | Healthcare | 15.03% |
| 4 | Technology | 13.43% |
| 5 | Financials | 11.59% |