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
$239M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$495K
3
+$412K
4
YUM icon
Yum! Brands
YUM
+$234K
5
CTSH icon
Cognizant
CTSH
+$230K

Top Sells

1
+$896K
2
+$562K
3
+$435K
4
NEM icon
Newmont
NEM
+$304K
5
MON
Monsanto Co
MON
+$290K

Sector Composition

1 Energy 20.78%
2 Industrials 15.66%
3 Healthcare 13.01%
4 Financials 12.23%
5 Technology 12.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.45M 1.44%
46,440
+2,992
27
$3.43M 1.43%
42,862
-160
28
$3.38M 1.41%
93,318
-710
29
$3.26M 1.36%
35,863
-240
30
$3.26M 1.36%
18,164
-260
31
$3.18M 1.33%
48,825
-455
32
$3.17M 1.32%
34,648
+45
33
$3.03M 1.27%
74,930
+450
34
$2.9M 1.21%
56,847
+9,695
35
$2.86M 1.19%
10,619
+165
36
$2.82M 1.18%
33,947
37
$2.69M 1.13%
32,086
+390
38
$2.63M 1.1%
98,990
+3,100
39
$2.56M 1.07%
101,753
-22,350
40
$2.48M 1.04%
220,926
-11,166
41
$2.45M 1.02%
35,495
-124
42
$2.36M 0.98%
49,362
43
$2.35M 0.98%
54,890
-5,120
44
$1.88M 0.79%
93,800
-6,020
45
$1.79M 0.75%
54,158
-13,190
46
$1.78M 0.74%
66,968
47
$1.64M 0.68%
30,796
-988
48
$1.63M 0.68%
27,932
-450
49
$1.5M 0.63%
26,066
-236
50
$1.45M 0.61%
14,983
-100
1
2
3 4 5