IIM

Ipswich Investment Management Portfolio holdings

AUM $432M
1-Year Est. Return 20.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$273M
AUM Growth
-$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$2.05M
3
+$1.53M
4
JNJ icon
Johnson & Johnson
JNJ
+$559K
5
OKE icon
Oneok
OKE
+$484K

Top Sells

1
+$2.51M
2
+$2.34M
3
+$1.93M
4
LLL
L3 Technologies, Inc.
LLL
+$1.64M
5
BNS icon
Scotiabank
BNS
+$1.21M

Sector Composition

1 Healthcare 17.97%
2 Technology 15.42%
3 Consumer Staples 12.64%
4 Industrials 12.39%
5 Energy 11.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$86K 0.03%
+800
227
$85K 0.03%
+1,000
228
$84K 0.03%
+1,000
229
$84K 0.03%
+1,422
230
$84K 0.03%
+3,375
231
$84K 0.03%
+1,095
232
$84K 0.03%
+1,800
233
$82K 0.03%
+240
234
$82K 0.03%
+750
235
$79K 0.03%
+1,849
236
$77K 0.03%
+1,184
237
$76K 0.03%
+235
238
$75K 0.03%
+670
239
$75K 0.03%
+1,466
240
$75K 0.03%
+561
241
$75K 0.03%
+4,000
242
$75K 0.03%
+804
243
$75K 0.03%
+1,000
244
$73K 0.03%
+475
245
$73K 0.03%
+937
246
$72K 0.03%
+450
247
$71K 0.03%
+1,000
248
$71K 0.03%
+1,805
249
$70K 0.03%
+875
250
$67K 0.02%
+914
8 9
10
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