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
$348M
AUM Growth
-$55.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$308K
3
+$304K
4
TGT icon
Target
TGT
+$270K
5
JNJ icon
Johnson & Johnson
JNJ
+$260K

Top Sells

1
+$682K
2
+$587K
3
+$394K
4
ABBV icon
AbbVie
ABBV
+$316K
5
APD icon
Air Products & Chemicals
APD
+$297K

Sector Composition

1 Technology 19.12%
2 Healthcare 17.91%
3 Consumer Staples 13.24%
4 Industrials 11.39%
5 Financials 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4M 1.15%
56,566
+343
27
$3.98M 1.15%
23,901
+1,827
28
$3.85M 1.11%
7,092
-21
29
$3.64M 1.05%
20,387
+303
30
$3.62M 1.04%
15,161
-546
31
$3.6M 1.04%
33,113
+24
32
$3.47M 1%
55,147
-310
33
$3.46M 1%
23,245
+29
34
$3.45M 0.99%
17,551
-38
35
$3.39M 0.98%
76,997
+546
36
$3.34M 0.96%
18,339
-601
37
$3M 0.86%
54,146
-811
38
$2.91M 0.84%
37,559
-165
39
$2.9M 0.84%
52,005
-453
40
$2.82M 0.81%
75,286
+5,026
41
$2.73M 0.78%
25,216
-236
42
$2.6M 0.75%
15,458
-222
43
$2.44M 0.7%
17,249
44
$2.37M 0.68%
28,038
-2,056
45
$2.35M 0.67%
16,418
-283
46
$2.33M 0.67%
66,934
+1,000
47
$2.31M 0.66%
16,338
+1,910
48
$2.3M 0.66%
28,933
+36
49
$2.29M 0.66%
4,804
-152
50
$2.24M 0.64%
6,907
1
2
3 4 5