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
$235M
AUM Growth
-$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$407K
2
+$252K
3
+$230K
4
LUMN icon
Lumen
LUMN
+$215K
5
STT icon
State Street
STT
+$212K

Top Sells

1
+$2.37M
2
+$845K
3
+$745K
4
TROW icon
T. Rowe Price
TROW
+$521K
5
WHR icon
Whirlpool
WHR
+$506K

Sector Composition

1 Energy 21.33%
2 Healthcare 16.33%
3 Technology 14.46%
4 Industrials 14.27%
5 Financials 11.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.19M 0.51%
23,758
+1,015
52
$1.17M 0.5%
12,283
-1,618
53
$1.03M 0.44%
26,927
-1,890
54
$994K 0.42%
11,198
-5,245
55
$956K 0.41%
10,020
-100
56
$906K 0.39%
14,124
-425
57
$899K 0.38%
20,584
+3,300
58
$869K 0.37%
29,705
-1,200
59
$842K 0.36%
12,600
-600
60
$811K 0.35%
40,285
-2,700
61
$767K 0.33%
20,600
-2,140
62
$751K 0.32%
5,700
63
$743K 0.32%
11,455
64
$711K 0.3%
16,218
-2,071
65
$694K 0.3%
7,919
-275
66
$648K 0.28%
23,111
-13,070
67
$638K 0.27%
18,610
+1,520
68
$586K 0.25%
26,150
-33,230
69
$583K 0.25%
15,518
-1,122
70
$577K 0.25%
12,560
-2,110
71
$567K 0.24%
15,020
+100
72
$546K 0.23%
6,000
-70
73
$546K 0.23%
3,750
-3,475
74
$533K 0.23%
6,500
-28,845
75
$530K 0.23%
7,200
-3,100
1 2
3
4 5