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
$218M
AUM Growth
-$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$2.68M
3
+$2.41M
4
UNP icon
Union Pacific
UNP
+$2.07M
5
JPM icon
JPMorgan Chase
JPM
+$2.06M

Top Sells

1
+$5.53M
2
+$4.44M
3
+$2.57M
4
ORCL icon
Oracle
ORCL
+$1.69M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.64M

Sector Composition

1 Healthcare 17.52%
2 Technology 17.25%
3 Energy 15.36%
4 Industrials 13.57%
5 Financials 12.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.56M 0.72%
19,604
-75
52
$1.56M 0.72%
64,154
+926
53
$1.53M 0.7%
27,667
-2,000
54
$1.52M 0.7%
25,074
-100
55
$1.35M 0.62%
23,745
+6,435
56
$1.32M 0.61%
26,219
-1,551
57
$1.26M 0.58%
36,625
+938
58
$1.17M 0.54%
+31,040
59
$1.12M 0.51%
21,450
60
$1.05M 0.48%
93,600
+1,255
61
$987K 0.45%
21,309
+1,090
62
$960K 0.44%
10,320
63
$878K 0.4%
15,834
-987
64
$836K 0.38%
12,933
-450
65
$809K 0.37%
+10,025
66
$693K 0.32%
+10,152
67
$638K 0.29%
47,500
-2,700
68
$614K 0.28%
15,832
-500
69
$596K 0.27%
11,365
-75
70
$553K 0.25%
11,830
+5,600
71
$553K 0.25%
12,860
-50
72
$530K 0.24%
10,848
-500
73
$451K 0.21%
10,226
-38,286
74
$436K 0.2%
15,754
+6,555
75
$430K 0.2%
10,000
+770
1 2
3
4 5