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
$228M
AUM Growth
-$6.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$2.72M
3
+$2.31M
4
CHD icon
Church & Dwight Co
CHD
+$2.03M
5
HON icon
Honeywell
HON
+$870K

Top Sells

1
+$2.38M
2
+$2.08M
3
+$1.22M
4
SAN icon
Banco Santander
SAN
+$924K
5
CBI
Chicago Bridge & Iron Nv
CBI
+$914K

Sector Composition

1 Energy 17.78%
2 Healthcare 17.59%
3 Technology 13.44%
4 Industrials 12.73%
5 Financials 12.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.39M 0.61%
56,221
-19,830
52
$1.26M 0.55%
25,933
53
$1.22M 0.54%
21,196
-1,200
54
$1.16M 0.51%
11,913
55
$1.16M 0.51%
115,500
+42,000
56
$1.13M 0.49%
17,569
+3,927
57
$1.06M 0.46%
25,453
-250
58
$1.03M 0.45%
10,220
+200
59
$1M 0.44%
23,180
-400
60
$992K 0.43%
22,409
61
$917K 0.4%
5,700
62
$912K 0.4%
128,954
-130,625
63
$912K 0.4%
13,157
-34,377
64
$849K 0.37%
21,607
65
$786K 0.34%
5,699
+239
66
$774K 0.34%
10,655
67
$773K 0.34%
3,680
-355
68
$768K 0.34%
16,220
69
$763K 0.33%
23,111
70
$744K 0.33%
3,680
71
$734K 0.32%
17,550
-1,000
72
$731K 0.32%
5,645
73
$710K 0.31%
14,200
74
$694K 0.3%
32,455
-7,230
75
$666K 0.29%
5,858
1 2
3
4 5