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
351
$13K ﹤0.01%
+400
352
$13K ﹤0.01%
+140
353
$13K ﹤0.01%
+70
354
$13K ﹤0.01%
+50
355
$13K ﹤0.01%
100
-5,060
356
$12K ﹤0.01%
+314
357
$12K ﹤0.01%
+200
358
$12K ﹤0.01%
+150
359
$12K ﹤0.01%
+200
360
$12K ﹤0.01%
+110
361
$12K ﹤0.01%
+690
362
$12K ﹤0.01%
+200
363
$11K ﹤0.01%
+400
364
$11K ﹤0.01%
+120
365
$11K ﹤0.01%
+30
366
$11K ﹤0.01%
+250
367
$11K ﹤0.01%
+150
368
$11K ﹤0.01%
+1,700
369
$11K ﹤0.01%
+150
370
$11K ﹤0.01%
+1,000
371
$10K ﹤0.01%
+210
372
$10K ﹤0.01%
+100
373
$10K ﹤0.01%
+500
374
$10K ﹤0.01%
+53
375
$10K ﹤0.01%
+240
13 14
15
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