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
326
$21K 0.01%
+309
327
$21K 0.01%
+520
328
$21K 0.01%
+150
329
$20K 0.01%
+220
330
$20K 0.01%
+262
331
$20K 0.01%
+592
332
$19K 0.01%
+550
333
$19K 0.01%
+340
334
$19K 0.01%
+700
335
$19K 0.01%
+50
336
$18K 0.01%
+1,200
337
$18K 0.01%
+479
338
$17K 0.01%
+125
339
$17K 0.01%
+535
340
$17K 0.01%
+360
341
$16K 0.01%
+135
342
$16K 0.01%
+300
343
$16K 0.01%
+250
344
$16K 0.01%
+6,000
345
$15K 0.01%
+400
346
$15K 0.01%
+484
347
$14K 0.01%
+1,200
348
$13K ﹤0.01%
+100
349
$13K ﹤0.01%
+419
350
$13K ﹤0.01%
+266
12 13
14
15 16