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
$222M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$3.86M
2
+$2.34M
3
+$1.79M
4
AMZN icon
Amazon
AMZN
+$884K
5
CVS icon
CVS Health
CVS
+$498K

Top Sells

1
+$3.77M
2
+$2.05M
3
+$1.45M
4
NOC icon
Northrop Grumman
NOC
+$946K
5
CAM
CAMERON INTERNATIONAL CORPORATION
CAM
+$539K

Sector Composition

1 Healthcare 18.81%
2 Energy 15.51%
3 Financials 13.31%
4 Technology 12.38%
5 Industrials 11.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.11M 1.4%
31,480
+1,369
27
$3.08M 1.39%
67,185
-3,354
28
$3.05M 1.37%
18,875
+14,490
29
$3.05M 1.37%
48,235
-8,530
30
$2.94M 1.33%
41,151
+1,910
31
$2.94M 1.32%
46,980
+1,220
32
$2.93M 1.32%
27,855
+540
33
$2.9M 1.31%
55,035
+1,280
34
$2.86M 1.29%
52,566
+2,330
35
$2.84M 1.28%
29,053
+5,095
36
$2.69M 1.21%
59,793
-11,120
37
$2.51M 1.13%
25,081
-300
38
$2.5M 1.13%
35,245
+3,035
39
$2.42M 1.09%
33,828
+2,582
40
$2.41M 1.09%
47,863
-147
41
$2.26M 1.02%
53,260
+560
42
$2.21M 1%
62,262
+50,590
43
$2.11M 0.95%
30,700
+1,111
44
$1.97M 0.89%
29,025
-150
45
$1.82M 0.82%
30,755
-6,395
46
$1.81M 0.82%
27,393
-70
47
$1.69M 0.76%
49,860
+26,160
48
$1.54M 0.69%
59,220
-430
49
$1.42M 0.64%
32,946
50
$1.37M 0.62%
119,300
+7,000
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