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
$232M
AUM Growth
-$7.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$3.93M
2
+$2.49M
3
+$1.71M
4
CELG
Celgene Corp
CELG
+$1.23M
5
XOM icon
Exxon Mobil
XOM
+$557K

Top Sells

1
+$4.12M
2
+$1.88M
3
+$1.25M
4
KO icon
Coca-Cola
KO
+$1.04M
5
ORCL icon
Oracle
ORCL
+$1.03M

Sector Composition

1 Energy 21.59%
2 Industrials 16.62%
3 Healthcare 14.59%
4 Technology 13.06%
5 Financials 11.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.58M 1.54%
129,122
-7,147
27
$3.53M 1.52%
23,645
-303
28
$3.3M 1.42%
33,610
+1,524
29
$3.2M 1.38%
90,805
-2,513
30
$3.19M 1.37%
42,107
-755
31
$3.13M 1.35%
34,435
-213
32
$2.99M 1.29%
46,090
-2,735
33
$2.92M 1.26%
33,495
+28,545
34
$2.85M 1.23%
56,945
+98
35
$2.78M 1.2%
33,297
-650
36
$2.67M 1.15%
49,383
+21
37
$2.59M 1.11%
100,270
+1,280
38
$2.53M 1.09%
70,480
-4,450
39
$2.47M 1.06%
9,775
-844
40
$2.46M 1.06%
34,469
-1,026
41
$2.45M 1.05%
34,535
+24,085
42
$2.37M 1.02%
65,520
+11,362
43
$2.32M 1%
214,811
-6,115
44
$2.09M 0.9%
11,377
-6,787
45
$1.99M 0.86%
52,090
-2,800
46
$1.74M 0.75%
65,649
-1,319
47
$1.62M 0.7%
27,775
48
$1.58M 0.68%
25,975
-1,957
49
$1.54M 0.66%
29,596
-1,200
50
$1.51M 0.65%
21,610
+17,560
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