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
$210M
AUM Growth
-$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$725K
2
+$667K
3
+$549K
4
CVX icon
Chevron
CVX
+$510K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$411K

Top Sells

1
+$1.91M
2
+$916K
3
+$686K
4
MKC.V icon
McCormick & Company Voting
MKC.V
+$580K
5
XOM icon
Exxon Mobil
XOM
+$572K

Sector Composition

1 Healthcare 18.39%
2 Energy 16.93%
3 Financials 13.12%
4 Technology 13.11%
5 Industrials 11.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.09M 1.47%
44,305
+2,195
27
$3.08M 1.46%
28,156
+1,440
28
$2.99M 1.42%
91,014
-9,595
29
$2.87M 1.37%
26,525
+1,535
30
$2.81M 1.34%
45,760
+740
31
$2.79M 1.33%
27,315
-330
32
$2.73M 1.3%
39,241
+275
33
$2.72M 1.29%
30,111
+131
34
$2.58M 1.23%
50,236
+7,895
35
$2.39M 1.14%
25,381
+910
36
$2.35M 1.12%
32,210
+1,400
37
$2.31M 1.1%
23,958
+5,695
38
$2.26M 1.08%
48,010
+1,038
39
$2.25M 1.07%
31,246
+532
40
$2.21M 1.05%
52,700
+5,170
41
$2.05M 0.98%
28,606
-285
42
$2.02M 0.96%
37,150
+3,940
43
$1.91M 0.91%
29,175
+848
44
$1.77M 0.84%
61,265
-3,185
45
$1.75M 0.83%
29,589
-310
46
$1.67M 0.8%
27,463
+1,757
47
$1.47M 0.7%
59,650
+5,637
48
$1.33M 0.63%
9,566
+760
49
$1.32M 0.63%
32,946
+2,616
50
$1.22M 0.58%
27,548
-150
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