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
$273M
AUM Growth
-$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1 +$2.15M
2 +$1.86M
3 +$1.39M
4
JNJ icon
Johnson & Johnson
JNJ
+$517K
5
HSBC icon
HSBC
HSBC
+$442K

Top Sells

1 +$2.51M
2 +$2.21M
3 +$1.48M
4
APA icon
APA Corp
APA
+$1.37M
5
BNS icon
Scotiabank
BNS
+$1.12M

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
376
$9K ﹤0.01%
+300
377
$9K ﹤0.01%
+50
378
$9K ﹤0.01%
+250
379
$9K ﹤0.01%
+100
380
$9K ﹤0.01%
+150
381
$8K ﹤0.01%
+381
382
$8K ﹤0.01%
+300
383
$8K ﹤0.01%
+33
384
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+225
385
$8K ﹤0.01%
+44
386
$7K ﹤0.01%
+240
387
$7K ﹤0.01%
+80
388
$7K ﹤0.01%
+50
389
$7K ﹤0.01%
+270
390
$7K ﹤0.01%
+250
391
$7K ﹤0.01%
+135
392
$7K ﹤0.01%
+55
393
$6K ﹤0.01%
+15
394
$6K ﹤0.01%
+100
395
$6K ﹤0.01%
+225
396
$6K ﹤0.01%
+250
397
$6K ﹤0.01%
+90
398
$6K ﹤0.01%
+207
399
$6K ﹤0.01%
+390
400
$5K ﹤0.01%
+160