IIM
Ipswich Investment Management Portfolio holdings
AUM
$414M
This Quarter Return
-0.45%
1 Year Return
+15.04%
3 Year Return
+70.41%
5 Year Return
+132.95%
10 Year Return
+315.52%
AUM
$416M
AUM Growth
+$416M
(-3.8%)
Cap. Flow
-$4.77M
Cap. Flow
% of AUM
-1.15%
Top 10 Holdings %
Top 10 Hldgs %
33.5%
Holding
199
New
7
Increased
36
Reduced
97
Closed
13
Top Buys
| 1 |
Palo Alto Networks
PANW
|
$2.84M |
| 2 |
Cameco
CCJ
|
$1.94M |
| 3 |
Vertex Pharmaceuticals
VRTX
|
$1.4M |
| 4 |
LB
LandBridge Company LLC
LB
|
$1.02M |
| 5 |
Everest Group
EG
|
$761K |
Top Sells
| 1 |
Merck
MRK
|
$1.43M |
| 2 |
American Water Works
AWK
|
$970K |
| 3 |
Crown Castle
CCI
|
$886K |
| 4 |
Otis Worldwide
OTIS
|
$860K |
| 5 |
Costco
COST
|
$744K |
Sector Composition
| 1 | Technology | 24.67% |
| 2 | Financials | 12.16% |
| 3 | Healthcare | 11.16% |
| 4 | Industrials | 11.04% |
| 5 | Consumer Staples | 9.78% |
