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
301
$36K 0.01%
+1,822
302
$35K 0.01%
13,000
-5,000
303
$34K 0.01%
+345
304
$34K 0.01%
+1,650
305
$34K 0.01%
+650
306
$34K 0.01%
+710
307
$33K 0.01%
+2,682
308
$32K 0.01%
+225
309
$31K 0.01%
+1,535
310
$31K 0.01%
+225
311
$30K 0.01%
+7,042
312
$28K 0.01%
+800
313
$28K 0.01%
+210
314
$26K 0.01%
+1,985
315
$26K 0.01%
+828
316
$25K 0.01%
+300
317
$25K 0.01%
+1,438
318
$24K 0.01%
+4,550
319
$24K 0.01%
+250
320
$24K 0.01%
+250
321
$23K 0.01%
+1,192
322
$22K 0.01%
+265
323
$22K 0.01%
+160
324
$22K 0.01%
+420
325
$21K 0.01%
+1,100
11 12
13
14 15