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
$348M
AUM Growth
-$55.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$308K
3
+$304K
4
TGT icon
Target
TGT
+$270K
5
JNJ icon
Johnson & Johnson
JNJ
+$260K

Top Sells

1
+$682K
2
+$587K
3
+$394K
4
ABBV icon
AbbVie
ABBV
+$316K
5
APD icon
Air Products & Chemicals
APD
+$297K

Sector Composition

1 Technology 19.12%
2 Healthcare 17.91%
3 Consumer Staples 13.24%
4 Industrials 11.39%
5 Financials 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.22M 0.64%
12,729
-239
52
$2.19M 0.63%
4,425
53
$2.06M 0.59%
25,014
+1,980
54
$2.05M 0.59%
135,240
+8,000
55
$2.02M 0.58%
8,196
-100
56
$1.96M 0.56%
45,198
-1,388
57
$1.89M 0.54%
17,627
+150
58
$1.87M 0.54%
35,591
-316
59
$1.86M 0.53%
17,000
-100
60
$1.78M 0.51%
23,110
+133
61
$1.76M 0.51%
21,927
-291
62
$1.68M 0.48%
7,483
-468
63
$1.58M 0.45%
25,979
-301
64
$1.57M 0.45%
25,899
+409
65
$1.57M 0.45%
16,339
+127
66
$1.57M 0.45%
24,449
-140
67
$1.57M 0.45%
4,129
68
$1.54M 0.44%
25,745
-255
69
$1.52M 0.44%
29,935
-383
70
$1.5M 0.43%
15,799
-336
71
$1.44M 0.41%
15,493
-22
72
$1.44M 0.41%
14,045
-363
73
$1.4M 0.4%
26,562
-228
74
$1.37M 0.39%
41,669
+4,525
75
$1.29M 0.37%
16,831
+1,510
1 2
3
4 5