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
$213M
AUM Growth
-$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.46M
3
+$1.45M
4
ADP icon
Automatic Data Processing
ADP
+$365K
5
ABBV icon
AbbVie
ABBV
+$324K

Top Sells

1
+$2.73M
2
+$1.89M
3
+$1.71M
4
MSFT icon
Microsoft
MSFT
+$1.47M
5
CVX icon
Chevron
CVX
+$1.35M

Sector Composition

1 Healthcare 17.67%
2 Energy 13.69%
3 Industrials 13.6%
4 Technology 12.43%
5 Financials 12.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.69M 1.26%
16,836
+435
27
$2.69M 1.26%
30,829
-21,670
28
$2.6M 1.22%
28,666
-60
29
$2.48M 1.16%
47,844
-309
30
$2.45M 1.15%
26,806
-983
31
$2.39M 1.12%
47,632
+29,204
32
$2.27M 1.06%
27,156
-295
33
$2.25M 1.05%
30,278
-12,679
34
$2.22M 1.04%
16,746
-5,512
35
$2.13M 1%
18,422
-6,014
36
$1.99M 0.93%
43,895
-4,795
37
$1.94M 0.91%
+24,880
38
$1.87M 0.88%
10,653
-4,477
39
$1.87M 0.88%
24,985
-3,097
40
$1.79M 0.84%
49,750
-10,790
41
$1.77M 0.83%
11,575
+1,092
42
$1.75M 0.82%
61,334
+1,362
43
$1.59M 0.75%
28,617
-600
44
$1.59M 0.74%
35,385
+1,939
45
$1.45M 0.68%
+31,617
46
$1.39M 0.65%
7,965
-1,320
47
$1.39M 0.65%
18,731
-920
48
$1.38M 0.65%
23,621
-4,680
49
$1.31M 0.61%
17,560
-100
50
$1.25M 0.59%
21,242
-4,825
1
2
3 4 5