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
-$267K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.93M
3
+$1.86M
4
NKE icon
Nike
NKE
+$1.8M
5
ABBV icon
AbbVie
ABBV
+$1.75M

Top Sells

1
+$2.77M
2
+$1.51M
3
+$1.39M
4
ARCC icon
Ares Capital
ARCC
+$1.26M
5
SAN icon
Banco Santander
SAN
+$1.15M

Sector Composition

1 Energy 18.88%
2 Healthcare 17%
3 Technology 14.77%
4 Industrials 13.54%
5 Financials 11.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.2M 0.51%
22,396
-28,272
52
$1.12M 0.48%
11,913
-370
53
$1.1M 0.47%
22,409
+1,825
54
$1.06M 0.45%
23,580
-3,347
55
$1.05M 0.45%
25,703
-14,550
56
$1.04M 0.44%
10,020
57
$972K 0.41%
4,035
-5,780
58
$914K 0.39%
21,780
-16,665
59
$896K 0.38%
39,685
-600
60
$865K 0.37%
21,607
-3,371
61
$840K 0.36%
5,700
62
$830K 0.35%
13,642
-482
63
$792K 0.34%
8,519
+600
64
$788K 0.34%
13,000
+400
65
$773K 0.33%
18,550
-2,050
66
$751K 0.32%
5,460
+1,346
67
$737K 0.31%
73,500
+61,500
68
$735K 0.31%
10,655
-800
69
$713K 0.3%
24,005
-5,700
70
$713K 0.3%
3,680
-70
71
$700K 0.3%
14,200
+1,640
72
$683K 0.29%
23,111
73
$665K 0.28%
16,220
+1,200
74
$660K 0.28%
18,835
+225
75
$621K 0.26%
6,000
1 2
3
4 5