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
$258M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$2.44M
3
+$2.35M
4
SAN icon
Banco Santander
SAN
+$2.13M
5
AKAM icon
Akamai
AKAM
+$1.77M

Top Sells

1
+$2.44M
2
+$2.29M
3
+$1.92M
4
KO icon
Coca-Cola
KO
+$1.58M
5
SI
SIEMENS AKTIENGESELLSCHAFT ADS
SI
+$1.15M

Sector Composition

1 Energy 21.72%
2 Industrials 15.63%
3 Healthcare 15.03%
4 Technology 13.43%
5 Financials 11.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.52M 0.59%
31,286
+1,690
52
$1.46M 0.56%
16,443
+845
53
$1.4M 0.54%
13,901
+918
54
$1.37M 0.53%
59,380
-40,890
55
$1.17M 0.45%
+28,817
56
$1.11M 0.43%
22,743
+5,166
57
$1.02M 0.4%
36,181
+10,962
58
$1.01M 0.39%
13,200
59
$1.01M 0.39%
7,225
-16,420
60
$995K 0.39%
+14,549
61
$986K 0.38%
10,120
+100
62
$965K 0.37%
42,985
+5,200
63
$815K 0.32%
22,740
-68,065
64
$814K 0.32%
30,905
-2,110
65
$801K 0.31%
18,289
+2,071
66
$785K 0.3%
17,284
+105
67
$778K 0.3%
8,194
+175
68
$758K 0.29%
10,300
+3,100
69
$716K 0.28%
8,346
+3,316
70
$713K 0.28%
11,455
-1,100
71
$682K 0.26%
5,700
-300
72
$679K 0.26%
+5,669
73
$664K 0.26%
16,640
+350
74
$615K 0.24%
14,670
+1,960
75
$595K 0.23%
6,049
-3,131
1 2
3
4 5