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
$223M
AUM Growth
+$9.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$1.75M
3
+$1.63M
4
PX
Praxair Inc
PX
+$797K
5
CCJ icon
Cameco
CCJ
+$763K

Top Sells

1
+$1.87M
2
+$1.85M
3
+$1.78M
4
TJX icon
TJX Companies
TJX
+$1.54M
5
VMC icon
Vulcan Materials
VMC
+$813K

Sector Composition

1 Healthcare 18.32%
2 Energy 14.85%
3 Technology 14.13%
4 Industrials 12.48%
5 Financials 11.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.16M 0.52%
18,400
-2,200
52
$1.13M 0.51%
10,320
53
$1.11M 0.5%
17,460
-100
54
$1.09M 0.49%
22,100
55
$1.08M 0.49%
7,793
56
$1.07M 0.48%
20,618
-624
57
$1.06M 0.48%
21,869
-2,195
58
$1.04M 0.47%
21,169
+410
59
$1.03M 0.46%
18,673
-1,086
60
$990K 0.44%
23,517
-8,100
61
$941K 0.42%
3,720
+325
62
$938K 0.42%
18,492
+1,116
63
$919K 0.41%
5,593
-11,243
64
$912K 0.41%
14,525
-370
65
$904K 0.41%
11,834
+320
66
$903K 0.41%
16,821
-6,800
67
$898K 0.4%
18,720
-2,820
68
$867K 0.39%
4,639
69
$849K 0.38%
6,300
70
$831K 0.37%
4,736
71
$801K 0.36%
5,505
+255
72
$799K 0.36%
10,552
-700
73
$797K 0.36%
+5,700
74
$793K 0.36%
8,045
-275
75
$774K 0.35%
5,124
1 2
3
4 5