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
$205M
AUM Growth
+$2.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$795K
2
+$474K
3
+$428K
4
WEC icon
WEC Energy
WEC
+$311K
5
CAT icon
Caterpillar
CAT
+$306K

Top Sells

1
+$666K
2
+$602K
3
+$408K
4
HSBC icon
HSBC
HSBC
+$263K
5
AIG icon
American International
AIG
+$216K

Sector Composition

1 Healthcare 18.54%
2 Energy 15.39%
3 Technology 12.07%
4 Industrials 11.96%
5 Financials 11.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.27M 0.62%
8,339
52
$1.22M 0.6%
25,524
-1,240
53
$1.21M 0.59%
10,483
54
$1.11M 0.55%
34,691
+2,724
55
$1.11M 0.54%
17,510
56
$1.08M 0.53%
20,024
+1,140
57
$1.04M 0.51%
20,359
-200
58
$987K 0.48%
10,320
59
$981K 0.48%
17,998
-1,250
60
$978K 0.48%
7,600
+25
61
$884K 0.43%
14,760
+5,200
62
$863K 0.42%
22,100
-250
63
$850K 0.42%
12,784
64
$835K 0.41%
21,480
-300
65
$798K 0.39%
12,175
66
$763K 0.37%
19,428
-2,100
67
$761K 0.37%
17,175
-15,026
68
$756K 0.37%
18,819
+825
69
$743K 0.36%
5,041
-120
70
$733K 0.36%
7,895
-25
71
$706K 0.35%
16,375
-550
72
$665K 0.33%
8,280
73
$656K 0.32%
10,266
74
$630K 0.31%
5,124
75
$609K 0.3%
4,672
1 2
3
4 5