IIM
Ipswich Investment Management Portfolio holdings
AUM
$414M
This Quarter Return
+0.55%
1 Year Return
+15.04%
3 Year Return
+70.41%
5 Year Return
+132.95%
10 Year Return
+315.52%
AUM
$403M
AUM Growth
+$403M
(-3.1%)
Cap. Flow
-$9.09M
Cap. Flow
% of AUM
-2.26%
Top 10 Holdings %
Top 10 Hldgs %
32.34%
Holding
194
New
8
Increased
42
Reduced
80
Closed
8
Top Buys
| 1 |
Procter & Gamble
PG
|
$444K |
| 2 |
Steris
STE
|
$412K |
| 3 |
Broadridge
BR
|
$361K |
| 4 |
Simpson Manufacturing
SSD
|
$299K |
| 5 |
NVIDIA
NVDA
|
$284K |
Top Sells
| 1 |
Union Pacific
UNP
|
$1.55M |
| 2 |
L3Harris
LHX
|
$939K |
| 3 |
Costco
COST
|
$865K |
| 4 |
Waste Management
WM
|
$590K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$503K |
Sector Composition
| 1 | Technology | 22.82% |
| 2 | Financials | 13.52% |
| 3 | Healthcare | 11.72% |
| 4 | Industrials | 10.65% |
| 5 | Consumer Staples | 10.11% |
