IIM
Ipswich Investment Management Portfolio holdings
AUM
$414M
This Quarter Return
-11.62%
1 Year Return
+15.04%
3 Year Return
+70.41%
5 Year Return
+132.95%
10 Year Return
+315.52%
AUM
$348M
AUM Growth
+$348M
(-14%)
Cap. Flow
+$1.67M
Cap. Flow
% of AUM
0.48%
Top 10 Holdings %
Top 10 Hldgs %
28.48%
Holding
191
New
2
Increased
59
Reduced
67
Closed
15
Top Buys
| 1 |
Amazon
AMZN
|
$5.02M |
| 2 |
United Parcel Service
UPS
|
$1.02M |
| 3 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$308K |
| 4 |
PepsiCo
PEP
|
$304K |
| 5 |
Target
TGT
|
$270K |
Top Sells
| 1 |
Waste Management
WM
|
$682K |
| 2 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$587K |
| 3 |
JPMorgan Chase
JPM
|
$394K |
| 4 |
AbbVie
ABBV
|
$316K |
| 5 |
Air Products & Chemicals
APD
|
$297K |
Sector Composition
| 1 | Technology | 19.12% |
| 2 | Healthcare | 17.91% |
| 3 | Consumer Staples | 13.24% |
| 4 | Industrials | 11.39% |
| 5 | Financials | 9.75% |
