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
$235M
AUM Growth
-$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$407K
2
+$252K
3
+$230K
4
LUMN icon
Lumen
LUMN
+$215K
5
STT icon
State Street
STT
+$212K

Top Sells

1
+$2.37M
2
+$845K
3
+$745K
4
TROW icon
T. Rowe Price
TROW
+$521K
5
WHR icon
Whirlpool
WHR
+$506K

Sector Composition

1 Energy 21.33%
2 Healthcare 16.33%
3 Technology 14.46%
4 Industrials 14.27%
5 Financials 11.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.43M 1.46%
34,629
-1,459
27
$3.4M 1.45%
87,105
+10,429
28
$3.28M 1.39%
54,765
-1,985
29
$3.22M 1.37%
59,575
-1,420
30
$3.21M 1.37%
32,465
-2,381
31
$3.18M 1.35%
40,591
-6,640
32
$3.18M 1.35%
48,710
-2,080
33
$2.91M 1.24%
50,668
-14,702
34
$2.85M 1.21%
70,065
-375
35
$2.79M 1.19%
49,383
-1,822
36
$2.77M 1.18%
43,797
-1,010
37
$2.65M 1.13%
28,497
-315
38
$2.63M 1.12%
27,740
-280
39
$2.62M 1.12%
61,440
-3,085
40
$2.6M 1.11%
34,776
+1,758
41
$2.48M 1.06%
71,910
-9,130
42
$2.33M 0.99%
9,815
-959
43
$2.23M 0.95%
38,445
-2,395
44
$1.95M 0.83%
73,072
+6,132
45
$1.91M 0.81%
10,543
-2,081
46
$1.85M 0.79%
114,695
-22,020
47
$1.56M 0.66%
25,875
-2,734
48
$1.52M 0.65%
40,253
-8,830
49
$1.51M 0.64%
29,598
-1,688
50
$1.24M 0.53%
24,978
-2,235
1
2
3 4 5