IIM
Ipswich Investment Management Portfolio holdings
AUM
$414M
This Quarter Return
+18.79%
1 Year Return
+15.04%
3 Year Return
+70.41%
5 Year Return
+132.95%
10 Year Return
+315.52%
AUM
$290M
AUM Growth
+$290M
(+14%)
Cap. Flow
-$7.71M
Cap. Flow
% of AUM
-2.66%
Top 10 Holdings %
Top 10 Hldgs %
30.81%
Holding
174
New
15
Increased
27
Reduced
83
Closed
11
Top Buys
| 1 |
American Water Works
AWK
|
$2.3M |
| 2 |
TJX Companies
TJX
|
$1.84M |
| 3 |
RTX Corp
RTX
|
$1.82M |
| 4 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$1.54M |
| 5 |
Edwards Lifesciences
EW
|
$939K |
Top Sells
| 1 |
Apple
AAPL
|
$2M |
| 2 |
RTN
Raytheon Company
RTN
|
$1.53M |
| 3 |
Diageo
DEO
|
$1.44M |
| 4 |
Walt Disney
DIS
|
$1.43M |
| 5 |
Amazon
AMZN
|
$1.39M |
Sector Composition
| 1 | Technology | 21.77% |
| 2 | Healthcare | 17.54% |
| 3 | Consumer Staples | 13.37% |
| 4 | Industrials | 11.7% |
| 5 | Financials | 9.62% |
