IIM

Ipswich Investment Management Portfolio holdings

AUM $432M
1-Year Est. Return 20.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$296M
AUM Growth
+$78.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$6.27M
2
+$4.82M
3
+$3.26M
4
LLL
L3 Technologies, Inc.
LLL
+$2.46M
5
BIIB icon
Biogen
BIIB
+$2.18M

Top Sells

1
+$1.86M
2
+$756K
3
+$559K
4
CCJ icon
Cameco
CCJ
+$350K
5
AAPL icon
Apple
AAPL
+$313K

Sector Composition

1 Healthcare 17.19%
2 Technology 16.52%
3 Energy 13.66%
4 Industrials 12.26%
5 Financials 10.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.01M 0.68%
+8,539
52
$1.97M 0.67%
11,767
+715
53
$1.95M 0.66%
29,172
-660
54
$1.9M 0.64%
+19,800
55
$1.79M 0.61%
+7,348
56
$1.72M 0.58%
27,622
-45
57
$1.72M 0.58%
67,631
+3,477
58
$1.7M 0.58%
20,082
+478
59
$1.68M 0.57%
36,315
+10
60
$1.64M 0.55%
22,411
-16
61
$1.6M 0.54%
38,343
+1,718
62
$1.57M 0.53%
+7,595
63
$1.53M 0.52%
28,299
-935
64
$1.52M 0.51%
23,550
-1,524
65
$1.47M 0.5%
27,583
+1,364
66
$1.45M 0.49%
24,011
+266
67
$1.2M 0.41%
+20,140
68
$1.2M 0.41%
+170,960
69
$1.12M 0.38%
21,250
-200
70
$1.03M 0.35%
10,120
-200
71
$1.02M 0.34%
+3,481
72
$964K 0.33%
22,099
+790
73
$963K 0.33%
13,152
+3,000
74
$958K 0.32%
+8,926
75
$945K 0.32%
+8,876
1 2
3
4 5