IIM

Ipswich Investment Management Portfolio holdings

AUM $432M
1-Year Est. Return 20.64%
This Quarter Est. Return
1 Year Est. Return
+20.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$414M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.52M
3
+$463K
4
OKE icon
Oneok
OKE
+$445K
5
PANW icon
Palo Alto Networks
PANW
+$353K

Top Sells

1
+$841K
2
+$685K
3
+$685K
4
PG icon
Procter & Gamble
PG
+$632K
5
PM icon
Philip Morris
PM
+$601K

Sector Composition

1 Technology 25.53%
2 Financials 13.19%
3 Healthcare 10.63%
4 Industrials 10.06%
5 Energy 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.9M 0.46%
13,956
-2,090
52
$1.86M 0.45%
11,995
-2,995
53
$1.83M 0.44%
5,602
-210
54
$1.82M 0.44%
+6,003
55
$1.8M 0.44%
987
56
$1.78M 0.43%
7,753
-2,978
57
$1.77M 0.43%
4,370
-2,075
58
$1.75M 0.42%
43,064
-355
59
$1.65M 0.4%
2,993
60
$1.6M 0.39%
28,905
+2,900
61
$1.57M 0.38%
7,201
62
$1.51M 0.36%
4,111
-5
63
$1.51M 0.36%
16,401
64
$1.5M 0.36%
22,267
+3,660
65
$1.4M 0.34%
15,125
-175
66
$1.39M 0.34%
7,596
67
$1.39M 0.33%
9,101
-4,500
68
$1.38M 0.33%
54,896
-7,000
69
$1.37M 0.33%
19,409
-1,938
70
$1.35M 0.32%
21,930
-1,000
71
$1.34M 0.32%
2,890
+89
72
$1.3M 0.31%
17,166
-300
73
$1.29M 0.31%
4,036
-55
74
$1.23M 0.3%
42,358
75
$1.22M 0.29%
20,845
1 2
3
4 5