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