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
$223M
AUM Growth
+$9.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$1.75M
3
+$1.63M
4
PX
Praxair Inc
PX
+$797K
5
CCJ icon
Cameco
CCJ
+$763K

Top Sells

1
+$1.87M
2
+$1.85M
3
+$1.78M
4
TJX icon
TJX Companies
TJX
+$1.54M
5
VMC icon
Vulcan Materials
VMC
+$813K

Sector Composition

1 Healthcare 18.32%
2 Energy 14.85%
3 Technology 14.13%
4 Industrials 12.48%
5 Financials 11.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.85M 1.28%
29,432
+766
27
$2.83M 1.27%
31,099
+270
28
$2.67M 1.2%
27,918
+1,112
29
$2.58M 1.16%
+28,734
30
$2.34M 1.05%
48,342
+710
31
$2.32M 1.04%
47,825
-19
32
$2.27M 1.02%
27,018
-138
33
$2.24M 1.01%
30,794
+516
34
$2.16M 0.97%
16,682
-64
35
$2.15M 0.97%
25,700
+820
36
$2.15M 0.97%
45,885
+1,990
37
$2.08M 0.93%
18,652
+230
38
$1.92M 0.86%
24,985
39
$1.83M 0.82%
61,737
+403
40
$1.82M 0.82%
28,617
41
$1.8M 0.81%
11,465
-110
42
$1.75M 0.79%
+5,590
43
$1.63M 0.73%
+13,769
44
$1.63M 0.73%
17,977
-754
45
$1.59M 0.72%
35,385
46
$1.51M 0.68%
7,960
-5
47
$1.37M 0.62%
27,685
-300
48
$1.35M 0.6%
25,174
+50
49
$1.21M 0.54%
35,619
-933
50
$1.17M 0.52%
7,120
+65
1
2
3 4 5