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
276
$47K 0.02%
+250
277
$47K 0.02%
+967
278
$46K 0.02%
+500
279
$45K 0.02%
+729
280
$45K 0.02%
+515
281
$45K 0.02%
+965
282
$45K 0.02%
+550
283
$44K 0.02%
+385
284
$43K 0.02%
+371
285
$42K 0.02%
+2,937
286
$41K 0.02%
+3,884
287
$41K 0.02%
+400
288
$41K 0.02%
+1,000
289
$41K 0.02%
+2,835
290
$41K 0.02%
+1,443
291
$41K 0.02%
+704
292
$40K 0.01%
+160
293
$40K 0.01%
+850
294
$40K 0.01%
+1,500
295
$38K 0.01%
+1,510
296
$38K 0.01%
+275
297
$37K 0.01%
+590
298
$37K 0.01%
+1,510
299
$37K 0.01%
+4,800
300
$36K 0.01%
+1,800
10 11
12
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