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
$222M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$3.86M
2
+$2.34M
3
+$1.79M
4
AMZN icon
Amazon
AMZN
+$884K
5
CVS icon
CVS Health
CVS
+$498K

Top Sells

1
+$3.77M
2
+$2.05M
3
+$1.45M
4
NOC icon
Northrop Grumman
NOC
+$946K
5
CAM
CAMERON INTERNATIONAL CORPORATION
CAM
+$539K

Sector Composition

1 Healthcare 18.81%
2 Energy 15.51%
3 Financials 13.31%
4 Technology 12.38%
5 Industrials 11.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.3M 0.59%
27,148
-400
52
$1.29M 0.58%
27,838
+200
53
$1.27M 0.57%
10,723
-550
54
$1.24M 0.56%
9,396
-170
55
$993K 0.45%
19,684
-560
56
$991K 0.45%
7,493
+120
57
$990K 0.45%
17,010
+150
58
$983K 0.44%
16,370
-100
59
$967K 0.44%
20,659
+200
60
$927K 0.42%
30,280
-1,160
61
$921K 0.42%
10,320
62
$864K 0.39%
14,706
-3,703
63
$845K 0.38%
22,280
-99,500
64
$835K 0.38%
19,220
65
$835K 0.38%
30,135
-1,120
66
$813K 0.37%
22,254
-527
67
$805K 0.36%
6,070
68
$777K 0.35%
5,312
69
$747K 0.34%
23,030
-1,673
70
$707K 0.32%
12,525
+75
71
$705K 0.32%
50,010
-15,600
72
$698K 0.31%
8,280
-2,275
73
$650K 0.29%
5,161
-478
74
$621K 0.28%
10,766
-25
75
$590K 0.27%
17,735
-43,530
1 2
3
4 5