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
$232M
AUM Growth
-$7.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$3.93M
2
+$2.49M
3
+$1.71M
4
CELG
Celgene Corp
CELG
+$1.23M
5
XOM icon
Exxon Mobil
XOM
+$557K

Top Sells

1
+$4.12M
2
+$1.88M
3
+$1.25M
4
KO icon
Coca-Cola
KO
+$1.04M
5
ORCL icon
Oracle
ORCL
+$1.03M

Sector Composition

1 Energy 21.59%
2 Industrials 16.62%
3 Healthcare 14.59%
4 Technology 13.06%
5 Financials 11.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.47M 0.63%
25,569
-497
52
$1.4M 0.6%
160,897
+57,377
53
$1.38M 0.59%
15,598
+50
54
$1.27M 0.55%
12,983
-2,000
55
$1.15M 0.49%
8,480
56
$1.05M 0.45%
10,020
-100
57
$1.03M 0.44%
13,200
58
$905K 0.39%
33,015
-68,738
59
$900K 0.39%
33,660
-10,174
60
$848K 0.36%
37,785
-5,200
61
$838K 0.36%
9,180
62
$836K 0.36%
17,577
-3,820
63
$769K 0.33%
25,219
-14,860
64
$755K 0.32%
17,179
+225
65
$740K 0.32%
6,000
66
$739K 0.32%
12,555
+3,300
67
$722K 0.31%
8,019
-100
68
$717K 0.31%
44,002
-15,985
69
$710K 0.31%
16,218
+1,701
70
$677K 0.29%
16,935
-1,335
71
$625K 0.27%
4,850
-500
72
$579K 0.25%
16,290
-825
73
$575K 0.25%
7,785
-490
74
$547K 0.24%
12,560
-3,990
75
$536K 0.23%
6,000
-70
1 2
3
4 5