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
426
$2K ﹤0.01%
+32
427
$2K ﹤0.01%
+50
428
$2K ﹤0.01%
+25
429
$2K ﹤0.01%
+75
430
$2K ﹤0.01%
+21
431
$2K ﹤0.01%
+12
432
$1K ﹤0.01%
+54
433
$1K ﹤0.01%
+40
434
$1K ﹤0.01%
+50
435
$1K ﹤0.01%
+10
436
$1K ﹤0.01%
+12
437
$1K ﹤0.01%
+30
438
$1K ﹤0.01%
+15
439
$1K ﹤0.01%
+6
440
$0 ﹤0.01%
+4
441
$0 ﹤0.01%
+1
442
$0 ﹤0.01%
+4
443
$0 ﹤0.01%
+1,060
444
$0 ﹤0.01%
+5
445
$0 ﹤0.01%
+10
446
– –
-4,378
447
– –
-15,609
448
$0 ﹤0.01%
+10
449
$0 ﹤0.01%
+700
14 15 16 17
18