IIM
Ipswich Investment Management Portfolio holdings
AUM
$414M
This Quarter Return
+0.22%
1 Year Return
+15.04%
3 Year Return
+70.41%
5 Year Return
+132.95%
10 Year Return
+315.52%
AUM
$391M
AUM Growth
+$391M
(-0.11%)
Cap. Flow
-$3.05M
Cap. Flow
% of AUM
-0.78%
Top 10 Holdings %
Top 10 Hldgs %
27.4%
Holding
200
New
7
Increased
56
Reduced
72
Closed
5
Top Buys
| 1 |
NVIDIA
NVDA
|
$2.66M |
| 2 |
Salesforce
CRM
|
$1.67M |
| 3 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$1.64M |
| 4 |
Intellia Therapeutics
NTLA
|
$1.52M |
| 5 |
Palo Alto Networks
PANW
|
$1.24M |
Top Sells
| 1 |
GE Aerospace
GE
|
$8.59M |
| 2 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$1.83M |
| 3 |
GSK
GSK
|
$1.35M |
| 4 |
Vertex Pharmaceuticals
VRTX
|
$781K |
| 5 |
Microsoft
MSFT
|
$488K |
Sector Composition
| 1 | Technology | 20.95% |
| 2 | Healthcare | 17.99% |
| 3 | Consumer Staples | 12.48% |
| 4 | Industrials | 10.98% |
| 5 | Financials | 10.6% |
