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
$236M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$2.85M
2
+$1.46M
3
+$1.13M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$992K
5
DD icon
DuPont de Nemours
DD
+$756K

Top Sells

1
+$1.3M
2
+$1.23M
3
+$1.11M
4
CELG
Celgene Corp
CELG
+$906K
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$904K

Sector Composition

1 Healthcare 17.28%
2 Technology 14.83%
3 Energy 14.12%
4 Financials 12.42%
5 Industrials 12.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.86M 1.21%
31,079
-20
27
$2.85M 1.21%
+44,221
28
$2.71M 1.15%
50,448
29
$2.34M 0.99%
15,138
+9,438
30
$2.33M 0.99%
46,516
-1,309
31
$2.33M 0.99%
16,985
+303
32
$2.32M 0.98%
49,072
+730
33
$2.28M 0.97%
30,220
-574
34
$2.25M 0.95%
26,804
-214
35
$2.24M 0.95%
27,535
+1,835
36
$2.24M 0.95%
18,652
37
$2.18M 0.92%
43,760
-2,125
38
$1.97M 0.83%
11,433
-32
39
$1.89M 0.8%
5,936
+346
40
$1.88M 0.8%
24,985
41
$1.86M 0.79%
17,788
-8,685
42
$1.82M 0.77%
61,923
+186
43
$1.79M 0.76%
21,417
-6,560
44
$1.75M 0.74%
28,617
45
$1.66M 0.7%
13,894
+125
46
$1.62M 0.69%
35,325
-60
47
$1.52M 0.64%
7,990
+30
48
$1.46M 0.62%
27,610
-75
49
$1.43M 0.61%
22,024
+155
50
$1.39M 0.59%
25,174
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