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
$205M
AUM Growth
+$2.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$795K
2
+$474K
3
+$428K
4
WEC icon
WEC Energy
WEC
+$311K
5
CAT icon
Caterpillar
CAT
+$306K

Top Sells

1
+$666K
2
+$602K
3
+$408K
4
HSBC icon
HSBC
HSBC
+$263K
5
AIG icon
American International
AIG
+$216K

Sector Composition

1 Healthcare 18.54%
2 Energy 15.39%
3 Technology 12.07%
4 Industrials 11.96%
5 Financials 11.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.8M 1.37%
51,786
+2,790
27
$2.8M 1.37%
41,628
+800
28
$2.63M 1.28%
25,125
-52
29
$2.62M 1.28%
27,066
-100
30
$2.59M 1.27%
34,981
-789
31
$2.51M 1.23%
42,296
-3,634
32
$2.37M 1.16%
30,001
+816
33
$2.36M 1.15%
44,544
-3,498
34
$2.35M 1.15%
49,062
-990
35
$2.27M 1.11%
28,304
-104
36
$2.26M 1.1%
60,350
+490
37
$2.24M 1.1%
18,970
+3,620
38
$2.03M 0.99%
22,851
-6,767
39
$1.97M 0.96%
27,831
-1,250
40
$1.93M 0.94%
17,460
41
$1.84M 0.9%
60,038
+331
42
$1.8M 0.88%
27,072
43
$1.79M 0.88%
16,507
-355
44
$1.61M 0.79%
42,825
+21,090
45
$1.59M 0.78%
29,542
-350
46
$1.47M 0.72%
28,253
+210
47
$1.43M 0.7%
27,245
-625
48
$1.42M 0.7%
33,646
49
$1.37M 0.67%
20,580
-1,284
50
$1.33M 0.65%
8,390
+875
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