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
$230M
AUM Growth
+$8.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$709K
2
+$241K
3
+$206K
4
STT icon
State Street
STT
+$202K
5
AMZN icon
Amazon
AMZN
+$200K

Top Sells

1
+$648K
2
+$467K
3
+$236K
4
TGT icon
Target
TGT
+$209K
5
SCG
Scana
SCG
+$205K

Sector Composition

1 Healthcare 16.7%
2 Energy 14.82%
3 Industrials 13.24%
4 Financials 12.57%
5 Technology 12.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.14M 1.37%
42,957
-50
27
$2.9M 1.26%
47,885
-105
28
$2.82M 1.23%
15,130
-2,510
29
$2.8M 1.22%
28,726
+1,490
30
$2.75M 1.2%
16,401
+95
31
$2.74M 1.2%
22,258
+1,059
32
$2.73M 1.19%
43,813
-164
33
$2.73M 1.19%
24,436
34
$2.64M 1.15%
44,179
+235
35
$2.44M 1.06%
27,789
+86
36
$2.4M 1.05%
48,153
+81
37
$2.39M 1.04%
60,540
+190
38
$2.25M 0.98%
27,451
+300
39
$2.22M 0.97%
32,687
+2,331
40
$2.18M 0.95%
48,690
-225
41
$1.88M 0.82%
59,972
-66
42
$1.87M 0.81%
28,082
-223
43
$1.65M 0.72%
28,301
-4,045
44
$1.59M 0.69%
29,217
-325
45
$1.46M 0.63%
92,985
-215
46
$1.45M 0.63%
26,067
-79
47
$1.43M 0.62%
9,285
+30
48
$1.42M 0.62%
33,446
49
$1.4M 0.61%
28,618
+25
50
$1.39M 0.6%
8,318
-21
1
2
3 4 5