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
$230M
AUM Growth
+$8.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$709K
2
+$241K
3
+$206K
4
STT icon
State Street
STT
+$202K
5
AMZN icon
Amazon
AMZN
+$200K

Top Sells

1
+$648K
2
+$467K
3
+$236K
4
TGT icon
Target
TGT
+$209K
5
SCG
Scana
SCG
+$205K

Sector Composition

1 Healthcare 16.7%
2 Energy 14.82%
3 Industrials 13.24%
4 Financials 12.57%
5 Technology 12.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.36M 0.59%
10,483
-50
52
$1.36M 0.59%
22,698
-2,200
53
$1.34M 0.58%
19,651
-19
54
$1.26M 0.55%
17,660
55
$1.26M 0.55%
24,924
-500
56
$1.13M 0.49%
10,320
57
$1.11M 0.48%
7,555
-15
58
$1.07M 0.46%
32,889
-63
59
$1.02M 0.44%
20,459
+100
60
$1.01M 0.44%
8,395
-560
61
$1.01M 0.44%
24,280
62
$994K 0.43%
22,100
63
$944K 0.41%
16,953
-624
64
$941K 0.41%
8,295
65
$932K 0.41%
12,554
66
$923K 0.4%
15,225
+880
67
$910K 0.4%
17,264
68
$907K 0.4%
12,125
-50
69
$822K 0.36%
18,428
70
$801K 0.35%
3,375
+500
71
$780K 0.34%
24,200
-3,700
72
$767K 0.33%
5,795
+855
73
$749K 0.33%
4,682
74
$709K 0.31%
+15,275
75
$696K 0.3%
8,280
1 2
3
4 5