IIM

Ipswich Investment Management Portfolio holdings

AUM $432M
1-Year Est. Return 20.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$218M
AUM Growth
-$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$3.49M
2
+$2.58M
3
+$2.54M
4
JPM icon
JPMorgan Chase
JPM
+$2.17M
5
UNP icon
Union Pacific
UNP
+$2.03M

Top Sells

1
+$5.53M
2
+$4.44M
3
+$2.46M
4
ORCL icon
Oracle
ORCL
+$1.76M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.64M

Sector Composition

1 Healthcare 17.52%
2 Technology 17.25%
3 Energy 15.36%
4 Industrials 13.57%
5 Financials 12.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.16M 1.45%
54,621
+3,985
27
$2.8M 1.29%
37,872
-34,845
28
$2.79M 1.28%
55,348
+37,656
29
$2.77M 1.28%
29,955
+26,055
30
$2.77M 1.27%
16,935
+1,845
31
$2.64M 1.21%
39,386
-5,540
32
$2.52M 1.16%
30,785
+1,630
33
$2.46M 1.13%
46,241
-959
34
$2.42M 1.11%
15,293
+95
35
$2.38M 1.1%
15,460
-1,735
36
$2.37M 1.09%
21,764
+3,162
37
$2.27M 1.04%
39,655
-6,986
38
$2.24M 1.03%
31,271
+9,386
39
$2.23M 1.03%
28,228
+909
40
$2.22M 1.02%
39,870
+27,300
41
$2.14M 0.98%
30,925
+12,600
42
$2.11M 0.97%
41,781
-2,485
43
$1.96M 0.9%
32,125
+28,725
44
$1.93M 0.89%
29,832
-249
45
$1.93M 0.89%
14,466
+6,851
46
$1.91M 0.88%
28,268
+1,674
47
$1.91M 0.88%
29,234
+8,078
48
$1.73M 0.8%
11,052
+1,070
49
$1.64M 0.75%
22,427
+125
50
$1.59M 0.73%
36,305
+240
1
2
3 4 5