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
$237M
AUM Growth
+$835K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$2.32M
3
+$403K
4
DHR icon
Danaher
DHR
+$251K
5
CTSH icon
Cognizant
CTSH
+$221K

Top Sells

1
+$1.42M
2
+$868K
3
+$344K
4
AMZN icon
Amazon
AMZN
+$340K
5
NFG icon
National Fuel Gas
NFG
+$280K

Sector Composition

1 Healthcare 17.42%
2 Technology 16.77%
3 Energy 12.57%
4 Financials 12.45%
5 Industrials 11.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.44M 0.61%
16,179
-1,609
52
$1.37M 0.58%
21,156
-261
53
$1.33M 0.56%
27,770
+160
54
$1.31M 0.55%
7,360
+230
55
$1.31M 0.55%
19,679
-59
56
$1.25M 0.53%
18,325
57
$1.2M 0.51%
35,687
+332
58
$1.19M 0.5%
21,450
-350
59
$1.13M 0.48%
5,993
+395
60
$1.12M 0.47%
7,615
-52
61
$1.11M 0.47%
19,396
-114
62
$1.08M 0.46%
17,310
-150
63
$1.06M 0.45%
6,300
64
$1.02M 0.43%
5,585
+873
65
$1.02M 0.43%
10,320
66
$903K 0.38%
20,219
-350
67
$882K 0.37%
16,821
-1,854
68
$880K 0.37%
152,000
+2,720
69
$864K 0.36%
17,692
+128
70
$845K 0.36%
3,185
-255
71
$839K 0.35%
13,383
-962
72
$839K 0.35%
92,345
-150
73
$829K 0.35%
14,900
+295
74
$804K 0.34%
15,580
-2,600
75
$797K 0.34%
10,552
1 2
3
4 5