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
$236M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$2.85M
2
+$1.46M
3
+$1.13M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$992K
5
DD icon
DuPont de Nemours
DD
+$756K

Top Sells

1
+$1.3M
2
+$1.23M
3
+$1.11M
4
CELG
Celgene Corp
CELG
+$906K
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$904K

Sector Composition

1 Healthcare 17.28%
2 Technology 14.83%
3 Energy 14.12%
4 Financials 12.42%
5 Industrials 12.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.35M 0.57%
7,130
+10
52
$1.28M 0.54%
18,325
-75
53
$1.25M 0.53%
17,460
54
$1.24M 0.52%
19,738
-880
55
$1.23M 0.52%
21,800
-300
56
$1.22M 0.51%
35,355
-264
57
$1.17M 0.5%
10,320
58
$1.13M 0.48%
18,675
+2
59
$1.13M 0.48%
+48,257
60
$1.13M 0.48%
7,667
-126
61
$1.04M 0.44%
5,598
+5
62
$1.01M 0.43%
19,510
-4,007
63
$989K 0.42%
20,569
-600
64
$953K 0.4%
14,345
-180
65
$951K 0.4%
18,180
-540
66
$942K 0.4%
4,639
67
$938K 0.4%
6,300
68
$927K 0.39%
4,712
-24
69
$925K 0.39%
3,440
-280
70
$869K 0.37%
5,124
71
$856K 0.36%
7,965
-80
72
$854K 0.36%
92,495
+13,550
73
$853K 0.36%
12,500
-1,950
74
$844K 0.36%
10,552
75
$779K 0.33%
17,564
-928
1 2
3
4 5