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
$391M
AUM Growth
+$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$1.39M
3
+$1.23M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$960K
5
EQNR icon
Equinor
EQNR
+$883K

Top Sells

1
+$1.73M
2
+$672K
3
+$493K
4
KO icon
Coca-Cola
KO
+$387K
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$334K

Sector Composition

1 Technology 20.16%
2 Healthcare 17.91%
3 Consumer Staples 12.52%
4 Industrials 11.64%
5 Financials 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.53M 0.65%
13,183
+175
52
$2.5M 0.64%
16,153
-140
53
$2.36M 0.6%
18,860
-160
54
$2.36M 0.6%
4,425
55
$2.34M 0.6%
25,619
-70
56
$2.32M 0.59%
28,865
-520
57
$2.12M 0.54%
9,183
+243
58
$1.99M 0.51%
24,496
+339
59
$1.99M 0.51%
39,944
+480
60
$1.94M 0.5%
15,648
+617
61
$1.89M 0.48%
7,940
+605
62
$1.83M 0.47%
13,620
63
$1.8M 0.46%
17,391
+6
64
$1.78M 0.45%
18,002
65
$1.75M 0.45%
18,595
-7,155
66
$1.68M 0.43%
11,796
+800
67
$1.66M 0.42%
21,540
+1,470
68
$1.61M 0.41%
24,072
+111
69
$1.58M 0.41%
6,907
70
$1.57M 0.4%
18,377
-190
71
$1.55M 0.4%
10,826
-641
72
$1.52M 0.39%
5,297
+452
73
$1.52M 0.39%
3,537
+49
74
$1.48M 0.38%
22,712
+500
75
$1.46M 0.37%
4,567
+212
1 2
3
4 5