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
$258M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$2.44M
3
+$2.35M
4
SAN icon
Banco Santander
SAN
+$2.13M
5
AKAM icon
Akamai
AKAM
+$1.77M

Top Sells

1
+$2.44M
2
+$2.29M
3
+$1.92M
4
KO icon
Coca-Cola
KO
+$1.58M
5
SI
SIEMENS AKTIENGESELLSCHAFT ADS
SI
+$1.15M

Sector Composition

1 Energy 21.72%
2 Industrials 15.63%
3 Healthcare 15.03%
4 Technology 13.43%
5 Financials 11.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.93M 1.52%
135,411
+6,289
27
$3.92M 1.52%
36,088
-626
28
$3.65M 1.41%
385,677
+224,780
29
$3.46M 1.34%
56,750
+28,975
30
$3.46M 1.34%
50,790
+4,700
31
$3.35M 1.3%
44,807
+2,700
32
$3.33M 1.29%
60,995
+4,050
33
$3.2M 1.24%
35,345
+910
34
$3.08M 1.19%
81,040
+15,520
35
$3.01M 1.17%
76,676
+59,741
36
$2.92M 1.13%
35,240
+705
37
$2.83M 1.09%
51,205
+1,822
38
$2.79M 1.08%
40,840
+7,345
39
$2.73M 1.06%
64,525
-37,383
40
$2.72M 1.05%
10,774
+999
41
$2.57M 1%
28,812
-4,485
42
$2.48M 0.96%
70,440
-40
43
$2.45M 0.95%
33,018
-1,451
44
$2.44M 0.95%
+136,715
45
$2.41M 0.93%
28,020
+6,410
46
$2.19M 0.85%
12,624
+1,247
47
$1.85M 0.72%
49,083
-3,007
48
$1.79M 0.69%
66,940
+1,291
49
$1.65M 0.64%
28,609
+2,634
50
$1.57M 0.61%
27,213
+1,644
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