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
$239M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$495K
3
+$412K
4
YUM icon
Yum! Brands
YUM
+$234K
5
CTSH icon
Cognizant
CTSH
+$230K

Top Sells

1
+$896K
2
+$562K
3
+$435K
4
NEM icon
Newmont
NEM
+$304K
5
MON
Monsanto Co
MON
+$290K

Sector Composition

1 Energy 20.78%
2 Industrials 15.66%
3 Healthcare 13.01%
4 Financials 12.23%
5 Technology 12.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.35M 0.57%
15,548
-1,170
52
$1.31M 0.55%
27,775
+325
53
$1.2M 0.5%
43,834
-1,575
54
$1.18M 0.49%
8,480
55
$1.17M 0.49%
40,079
56
$1.06M 0.44%
13,200
-1,050
57
$1.05M 0.44%
21,397
58
$1.05M 0.44%
14,111
-1,985
59
$1.03M 0.43%
26,826
60
$1.01M 0.42%
59,987
-6,991
61
$987K 0.41%
42,985
-300
62
$984K 0.41%
10,120
63
$888K 0.37%
13,233
+77
64
$853K 0.36%
103,520
+2,203
65
$837K 0.35%
9,180
66
$785K 0.33%
10,450
+400
67
$759K 0.32%
16,550
68
$736K 0.31%
8,119
-50
69
$697K 0.29%
16,954
70
$691K 0.29%
18,270
-276
71
$689K 0.29%
14,517
72
$688K 0.29%
6,000
73
$668K 0.28%
8,275
-100
74
$638K 0.27%
87,668
-18,888
75
$616K 0.26%
3,146
-4,574
1 2
3
4 5