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
401
$5K ﹤0.01%
+216
402
$5K ﹤0.01%
+55
403
$5K ﹤0.01%
+155
404
$5K ﹤0.01%
+700
405
$5K ﹤0.01%
+47
406
$5K ﹤0.01%
+150
407
$5K ﹤0.01%
+400
408
$5K ﹤0.01%
+40
409
$5K ﹤0.01%
+144
410
$5K ﹤0.01%
+106
411
$5K ﹤0.01%
+70
412
$5K ﹤0.01%
+200
413
$4K ﹤0.01%
+40
414
$4K ﹤0.01%
+200
415
$4K ﹤0.01%
+82
416
$4K ﹤0.01%
+1,300
417
$3K ﹤0.01%
+150
418
$3K ﹤0.01%
175
-7,700
419
$3K ﹤0.01%
+100
420
$3K ﹤0.01%
+350
421
$3K ﹤0.01%
+25
422
$3K ﹤0.01%
+105
423
$3K ﹤0.01%
+40
424
$3K ﹤0.01%
+216
425
$3K ﹤0.01%
+100