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
376
$9K ﹤0.01%
+300
377
$9K ﹤0.01%
+250
378
$9K ﹤0.01%
+100
379
$9K ﹤0.01%
+150
380
$9K ﹤0.01%
+250
381
$8K ﹤0.01%
+381
382
$8K ﹤0.01%
+300
383
$8K ﹤0.01%
+33
384
$8K ﹤0.01%
+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%
+250
394
$6K ﹤0.01%
+225
395
$6K ﹤0.01%
+90
396
$6K ﹤0.01%
+207
397
$6K ﹤0.01%
+390
398
$6K ﹤0.01%
+15
399
$6K ﹤0.01%
+100
400
$5K ﹤0.01%
+47
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