IIM
Ipswich Investment Management Portfolio holdings
AUM
$414M
This Quarter Return
+11.86%
1 Year Return
+15.04%
3 Year Return
+70.41%
5 Year Return
+132.95%
10 Year Return
+315.52%
AUM
$333M
AUM Growth
+$333M
(+6.8%)
Cap. Flow
-$7.2M
Cap. Flow
% of AUM
-2.16%
Top 10 Holdings %
Top 10 Hldgs %
28.5%
Holding
180
New
10
Increased
33
Reduced
88
Closed
4
Top Buys
| 1 |
Advanced Micro Devices
AMD
|
$2.06M |
| 2 |
McCormick & Company Non-Voting
MKC
|
$1.98M |
| 3 |
Oneok
OKE
|
$1.41M |
| 4 |
NextEra Energy, Inc.
NEE
|
$775K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$561K |
Top Sells
| 1 |
Apple
AAPL
|
$1.74M |
| 2 |
Intel
INTC
|
$1.44M |
| 3 |
Microsoft
MSFT
|
$1.31M |
| 4 |
Amazon
AMZN
|
$1.13M |
| 5 |
Texas Pacific Land
TPL
|
$768K |
Sector Composition
| 1 | Technology | 21.26% |
| 2 | Healthcare | 17.99% |
| 3 | Consumer Staples | 13.5% |
| 4 | Industrials | 11.61% |
| 5 | Financials | 10.13% |
