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
$366M
AUM Growth
-$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.3M
3
+$719K
4
OKE icon
Oneok
OKE
+$471K
5
LMT icon
Lockheed Martin
LMT
+$396K

Top Sells

1
+$949K
2
+$758K
3
+$696K
4
MMP
Magellan Midstream Partners, L.P.
MMP
+$672K
5
IRDM icon
Iridium Communications
IRDM
+$466K

Sector Composition

1 Technology 21.13%
2 Healthcare 15.79%
3 Industrials 11.91%
4 Consumer Staples 11.33%
5 Energy 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.06M 0.56%
20,227
+620
52
$2.03M 0.55%
71,818
-2,200
53
$1.98M 0.54%
55,975
+5,935
54
$1.89M 0.52%
12,684
-170
55
$1.82M 0.5%
7,566
56
$1.74M 0.48%
10,005
-150
57
$1.72M 0.47%
30,107
-3,667
58
$1.67M 0.46%
16,251
+500
59
$1.55M 0.42%
19,817
-1,973
60
$1.54M 0.42%
23,405
61
$1.53M 0.42%
17,370
-179
62
$1.48M 0.4%
6,726
-520
63
$1.46M 0.4%
14,168
-645
64
$1.46M 0.4%
22,657
65
$1.36M 0.37%
4,485
-2
66
$1.34M 0.37%
3,743
-50
67
$1.3M 0.35%
36,503
-1,228
68
$1.3M 0.35%
+5,675
69
$1.24M 0.34%
12,988
-140
70
$1.2M 0.33%
26,361
71
$1.2M 0.33%
16,884
-2,175
72
$1.2M 0.33%
20,595
-2,550
73
$1.18M 0.32%
32,050
-6,300
74
$1.14M 0.31%
1,315
-10
75
$1.11M 0.3%
10,015
-2,705
1 2
3
4 5