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
$273M
AUM Growth
-$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.86M
3
+$1.39M
4
JNJ icon
Johnson & Johnson
JNJ
+$517K
5
HSBC icon
HSBC
HSBC
+$442K

Top Sells

1
+$2.51M
2
+$2.21M
3
+$1.48M
4
APA icon
APA Corp
APA
+$1.37M
5
BNS icon
Scotiabank
BNS
+$1.12M

Sector Composition

1 Healthcare 17.97%
2 Technology 15.42%
3 Consumer Staples 12.64%
4 Industrials 12.39%
5 Energy 11.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.13M 1.15%
15,378
+6,839
27
$3.06M 1.12%
32,375
+2,160
28
$3.02M 1.11%
32,755
-120
29
$3.01M 1.1%
21,355
+2,245
30
$3M 1.1%
45,685
-124
31
$2.99M 1.1%
62,596
+2,544
32
$2.77M 1.01%
31,737
+536
33
$2.74M 1%
24,768
+2,272
34
$2.73M 1%
34,178
+1,988
35
$2.56M 0.94%
35,325
36
$2.53M 0.93%
32,881
+4,775
37
$2.46M 0.9%
19,404
+17,009
38
$2.4M 0.88%
27,870
-284
39
$2.33M 0.85%
35,335
-1,040
40
$2.1M 0.77%
11,823
+56
41
$1.91M 0.7%
6,339
-6
42
$1.88M 0.69%
17,444
43
$1.86M 0.68%
31,110
+150
44
$1.86M 0.68%
+30,815
45
$1.84M 0.67%
38,772
+2,457
46
$1.79M 0.66%
43,194
+4,851
47
$1.79M 0.66%
41,290
-350
48
$1.72M 0.63%
79,582
+11,951
49
$1.7M 0.62%
28,508
-664
50
$1.65M 0.61%
7,388
+40
1
2
3 4 5