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
$213M
AUM Growth
-$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.46M
3
+$1.45M
4
ADP icon
Automatic Data Processing
ADP
+$365K
5
ABBV icon
AbbVie
ABBV
+$324K

Top Sells

1
+$2.73M
2
+$1.89M
3
+$1.71M
4
MSFT icon
Microsoft
MSFT
+$1.47M
5
CVX icon
Chevron
CVX
+$1.35M

Sector Composition

1 Healthcare 17.67%
2 Energy 13.69%
3 Industrials 13.6%
4 Technology 12.43%
5 Financials 12.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.25M 0.59%
27,985
-633
52
$1.25M 0.58%
25,124
+200
53
$1.23M 0.58%
20,600
-2,098
54
$1.2M 0.56%
24,064
-20,115
55
$1.17M 0.55%
36,552
+3,663
56
$1.15M 0.54%
7,793
-525
57
$1.11M 0.52%
10,320
58
$1.09M 0.51%
19,759
+2,806
59
$1.08M 0.51%
7,055
-500
60
$1.05M 0.49%
22,100
61
$994K 0.47%
20,759
+300
62
$979K 0.46%
21,540
-2,740
63
$937K 0.44%
17,376
+112
64
$914K 0.43%
14,895
-330
65
$884K 0.41%
8,320
+25
66
$855K 0.4%
11,514
-1,040
67
$826K 0.39%
11,252
-873
68
$826K 0.39%
3,395
+20
69
$824K 0.39%
4,736
+54
70
$813K 0.38%
6,420
-1,975
71
$777K 0.36%
4,639
-33
72
$727K 0.34%
19,315
-390
73
$723K 0.34%
5,250
-545
74
$721K 0.34%
5,124
75
$681K 0.32%
8,280
1 2
3
4 5