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
$221M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$1.19M
3
+$1.12M
4
CAT icon
Caterpillar
CAT
+$942K
5
UNP icon
Union Pacific
UNP
+$892K

Top Sells

1
+$1.08M
2
+$1.03M
3
+$706K
4
COST icon
Costco
COST
+$480K
5
AMZN icon
Amazon
AMZN
+$229K

Sector Composition

1 Energy 16.05%
2 Healthcare 15.94%
3 Industrials 13.3%
4 Financials 13.02%
5 Technology 12.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.32M 0.6%
8,339
52
$1.31M 0.59%
9,255
+865
53
$1.3M 0.59%
25,424
-100
54
$1.28M 0.58%
10,533
+50
55
$1.19M 0.54%
17,660
+150
56
$1.12M 0.51%
+8,955
57
$1.07M 0.48%
10,320
58
$1.01M 0.46%
7,570
-30
59
$1.01M 0.46%
32,952
-1,739
60
$1M 0.45%
20,359
61
$969K 0.44%
17,577
+402
62
$937K 0.42%
24,280
+2,800
63
$926K 0.42%
22,100
64
$911K 0.41%
12,554
-230
65
$876K 0.4%
12,175
66
$865K 0.39%
8,295
+400
67
$841K 0.38%
14,345
-415
68
$831K 0.38%
17,264
-2,760
69
$773K 0.35%
9,793
-13,058
70
$709K 0.32%
18,428
-1,000
71
$699K 0.32%
4,682
-359
72
$648K 0.29%
31,110
+11,970
73
$647K 0.29%
2,875
+645
74
$634K 0.29%
10,266
75
$629K 0.28%
19,685
1 2
3
4 5