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
$221M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$1.19M
3
+$1.12M
4
CAT icon
Caterpillar
CAT
+$942K
5
UNP icon
Union Pacific
UNP
+$892K

Top Sells

1
+$1.08M
2
+$1.03M
3
+$706K
4
COST icon
Costco
COST
+$480K
5
AMZN icon
Amazon
AMZN
+$229K

Sector Composition

1 Energy 16.05%
2 Healthcare 15.94%
3 Industrials 13.3%
4 Financials 13.02%
5 Technology 12.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.03M 1.37%
17,640
+180
27
$2.93M 1.33%
43,944
-600
28
$2.87M 1.3%
43,977
+1,681
29
$2.81M 1.27%
43,007
+8,026
30
$2.75M 1.25%
27,236
+170
31
$2.7M 1.22%
47,990
32
$2.61M 1.18%
16,306
-2,995
33
$2.56M 1.16%
24,436
+7,929
34
$2.39M 1.08%
27,703
+631
35
$2.34M 1.06%
21,199
+2,229
36
$2.3M 1.04%
48,915
+6,090
37
$2.27M 1.03%
60,350
38
$2.17M 0.98%
30,356
+355
39
$2.12M 0.96%
48,072
-990
40
$2.11M 0.95%
27,151
-1,153
41
$1.93M 0.87%
60,038
42
$1.85M 0.84%
28,305
+474
43
$1.8M 0.81%
32,346
-19,440
44
$1.73M 0.78%
29,542
45
$1.53M 0.69%
93,200
+53,900
46
$1.53M 0.69%
28,593
+340
47
$1.48M 0.67%
19,670
-910
48
$1.39M 0.63%
24,898
+6,900
49
$1.39M 0.63%
33,446
-200
50
$1.33M 0.6%
26,146
-1,099
1
2
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