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
-$267K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.93M
3
+$1.86M
4
NKE icon
Nike
NKE
+$1.8M
5
ABBV icon
AbbVie
ABBV
+$1.75M

Top Sells

1
+$2.77M
2
+$1.51M
3
+$1.39M
4
ARCC icon
Ares Capital
ARCC
+$1.26M
5
SAN icon
Banco Santander
SAN
+$1.15M

Sector Composition

1 Energy 18.88%
2 Healthcare 17%
3 Technology 14.77%
4 Industrials 13.54%
5 Financials 11.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.42M 1.45%
85,770
-1,335
27
$3.37M 1.44%
60,200
+625
28
$3.31M 1.41%
35,085
-45
29
$3.21M 1.37%
64,337
-1,310
30
$3.18M 1.35%
120,189
+1,965
31
$3.11M 1.33%
27,820
+80
32
$2.94M 1.25%
31,965
-500
33
$2.94M 1.25%
32,081
-2,548
34
$2.75M 1.17%
32,889
-1,887
35
$2.68M 1.14%
75,835
+3,925
36
$2.62M 1.11%
27,671
-826
37
$2.53M 1.08%
46,763
-2,620
38
$2.33M 0.99%
55,300
-6,140
39
$2.32M 0.99%
42,266
+34,000
40
$2.26M 0.96%
+28,411
41
$2.23M 0.95%
23,675
+20,475
42
$2.01M 0.86%
259,579
-149,177
43
$2M 0.85%
21,007
+9,809
44
$1.93M 0.82%
76,051
+2,979
45
$1.8M 0.77%
+37,430
46
$1.78M 0.76%
30,198
+600
47
$1.75M 0.74%
+26,700
48
$1.57M 0.67%
25,081
-794
49
$1.49M 0.63%
9,706
-837
50
$1.21M 0.52%
25,933
+2,175
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