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
251
$67K 0.02%
+4,950
252
$66K 0.02%
+981
253
$66K 0.02%
+1,300
254
$66K 0.02%
+2,400
255
$66K 0.02%
+551
256
$65K 0.02%
+1,200
257
$64K 0.02%
+4,700
258
$62K 0.02%
+4,340
259
$61K 0.02%
+4,425
260
$58K 0.02%
+1,300
261
$58K 0.02%
+2,050
262
$54K 0.02%
+600
263
$53K 0.02%
+215
264
$52K 0.02%
+1,535
265
$52K 0.02%
+1,825
266
$51K 0.02%
+858
267
$50K 0.02%
+1,167
268
$49K 0.02%
+550
269
$49K 0.02%
+1,050
270
$49K 0.02%
+1,082
271
$49K 0.02%
+800
272
$48K 0.02%
+1,478
273
$48K 0.02%
+500
274
$48K 0.02%
+575
275
$48K 0.02%
+860
9 10
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