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
$366M
AUM Growth
-$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.3M
3
+$719K
4
OKE icon
Oneok
OKE
+$471K
5
LMT icon
Lockheed Martin
LMT
+$396K

Top Sells

1
+$949K
2
+$758K
3
+$696K
4
MMP
Magellan Midstream Partners, L.P.
MMP
+$672K
5
IRDM icon
Iridium Communications
IRDM
+$466K

Sector Composition

1 Technology 21.13%
2 Healthcare 15.79%
3 Industrials 11.91%
4 Consumer Staples 11.33%
5 Energy 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.6M 1.26%
57,242
+2,090
27
$4.45M 1.22%
50,108
+71
28
$4.31M 1.18%
25,409
-35
29
$3.86M 1.05%
16,758
-220
30
$3.74M 1.02%
58,905
+7,423
31
$3.53M 0.96%
36,456
-4
32
$3.46M 0.95%
16,629
+13
33
$3.42M 0.93%
45,188
+315
34
$3.37M 0.92%
6,649
-91
35
$3.15M 0.86%
34,190
+7,814
36
$3.14M 0.86%
56,120
-462
37
$3.06M 0.84%
16,567
-4,103
38
$3.02M 0.82%
92,016
-1,195
39
$3M 0.82%
25,590
+1,350
40
$2.93M 0.8%
4,983
+502
41
$2.82M 0.77%
22,780
+930
42
$2.69M 0.73%
4,425
43
$2.62M 0.72%
4,877
-365
44
$2.39M 0.65%
24,772
45
$2.39M 0.65%
5,554
+154
46
$2.28M 0.62%
36,789
+810
47
$2.2M 0.6%
15,689
-50
48
$2.2M 0.6%
15,191
-192
49
$2.16M 0.59%
16,366
-520
50
$2.15M 0.59%
8,160
1
2
3 4 5