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
$237M
AUM Growth
+$835K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$2.32M
3
+$403K
4
DHR icon
Danaher
DHR
+$251K
5
CTSH icon
Cognizant
CTSH
+$221K

Top Sells

1
+$1.42M
2
+$868K
3
+$344K
4
AMZN icon
Amazon
AMZN
+$340K
5
NFG icon
National Fuel Gas
NFG
+$280K

Sector Composition

1 Healthcare 17.42%
2 Technology 16.77%
3 Energy 12.57%
4 Financials 12.45%
5 Industrials 11.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.88M 1.21%
46,641
+2,420
27
$2.63M 1.11%
50,636
+188
28
$2.61M 1.1%
57,075
+8,818
29
$2.59M 1.09%
+19,118
30
$2.54M 1.07%
32,074
+995
31
$2.41M 1.02%
29,155
+1,620
32
$2.39M 1.01%
17,195
+210
33
$2.38M 1%
47,200
+684
34
$2.32M 0.98%
+15,090
35
$2.3M 0.97%
44,266
+506
36
$2.22M 0.94%
48,512
-560
37
$2.19M 0.93%
15,198
+60
38
$2.16M 0.91%
30,081
-139
39
$2.12M 0.89%
27,319
+515
40
$2.03M 0.86%
18,602
-50
41
$1.93M 0.81%
26,594
+1,609
42
$1.88M 0.79%
29,667
+1,050
43
$1.7M 0.72%
63,228
+1,305
44
$1.64M 0.69%
7,932
-58
45
$1.63M 0.69%
5,951
+15
46
$1.58M 0.67%
13,454
-440
47
$1.58M 0.67%
22,302
+278
48
$1.57M 0.66%
36,065
+740
49
$1.56M 0.66%
9,982
-1,451
50
$1.45M 0.61%
25,174
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