IIM
Ipswich Investment Management Portfolio holdings
AUM
$414M
This Quarter Return
+8.34%
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
(+10%)
Cap. Flow
+$11.2M
Cap. Flow
% of AUM
2.87%
Top 10 Holdings %
Top 10 Hldgs %
27.29%
Holding
195
New
13
Increased
82
Reduced
39
Closed
2
Top Buys
| 1 |
ASML
ASML
|
$1.45M |
| 2 |
Moderna
MRNA
|
$1.39M |
| 3 |
Apellis Pharmaceuticals
APLS
|
$1.23M |
| 4 |
iShares Preferred and Income Securities ETF
PFF
|
$960K |
| 5 |
Equinor
EQNR
|
$883K |
Top Sells
| 1 |
Apple
AAPL
|
$1.73M |
| 2 |
Advanced Micro Devices
AMD
|
$672K |
| 3 |
Vertex Pharmaceuticals
VRTX
|
$493K |
| 4 |
Coca-Cola
KO
|
$387K |
| 5 |
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
|
$334K |
Sector Composition
| 1 | Technology | 20.16% |
| 2 | Healthcare | 17.91% |
| 3 | Consumer Staples | 12.52% |
| 4 | Industrials | 11.64% |
| 5 | Financials | 10.34% |
