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
401
$5K ﹤0.01%
+216
402
$5K ﹤0.01%
+55
403
$5K ﹤0.01%
+155
404
$5K ﹤0.01%
+700
405
$5K ﹤0.01%
+400
406
$5K ﹤0.01%
+40
407
$5K ﹤0.01%
+144
408
$5K ﹤0.01%
+106
409
$5K ﹤0.01%
+200
410
$5K ﹤0.01%
+160
411
$5K ﹤0.01%
+150
412
$5K ﹤0.01%
+70
413
$4K ﹤0.01%
+1,300
414
$4K ﹤0.01%
+82
415
$4K ﹤0.01%
+200
416
$4K ﹤0.01%
+40
417
$3K ﹤0.01%
+100
418
$3K ﹤0.01%
+216
419
$3K ﹤0.01%
+105
420
$3K ﹤0.01%
+25
421
$3K ﹤0.01%
+350
422
$3K ﹤0.01%
+100
423
$3K ﹤0.01%
175
-7,700
424
$3K ﹤0.01%
+150
425
$3K ﹤0.01%
+40
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