IIM

Ipswich Investment Management Portfolio holdings

AUM $428M
1-Year Est. Return 15.46%
This Quarter Est. Return
1 Year Est. Return
+15.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$202M
AUM Growth
-$7.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1 +$5.44M
2 +$1.03M
3 +$963K
4
TFC icon
Truist Financial
TFC
+$742K
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$536K

Top Sells

1 +$3.44M
2 +$967K
3 +$470K
4
DUK icon
Duke Energy
DUK
+$470K
5
WFC icon
Wells Fargo
WFC
+$466K

Sector Composition

1 Healthcare 18.78%
2 Energy 15.68%
3 Industrials 11.65%
4 Financials 11.64%
5 Consumer Staples 11.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
-1,000
302
-500
303
-4,718
304
-200
305
-350
306
-800
307
-950
308
-855
309
-512
310
-59
311
-1,200
312
-3,323
313
-430
314
-1,630
315
-400
316
-2,883
317
-1,050
318
-1,085
319
-3,584
320
-310
321
-300
322
-1,650
323
-551
324
-2,550
325
-479