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
$239M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$495K
3
+$412K
4
YUM icon
Yum! Brands
YUM
+$234K
5
CTSH icon
Cognizant
CTSH
+$230K

Top Sells

1
+$896K
2
+$562K
3
+$435K
4
NEM icon
Newmont
NEM
+$304K
5
MON
Monsanto Co
MON
+$290K

Sector Composition

1 Energy 20.78%
2 Industrials 15.66%
3 Healthcare 13.01%
4 Financials 12.23%
5 Technology 12.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$610K 0.25%
22,955
77
$604K 0.25%
17,115
-200
78
$589K 0.25%
8,346
79
$587K 0.25%
6,070
80
$585K 0.24%
14,920
+100
81
$583K 0.24%
9,444
82
$575K 0.24%
15,240
-2,470
83
$573K 0.24%
8,600
+500
84
$563K 0.24%
14,670
85
$561K 0.23%
5,350
86
$557K 0.23%
6,768
87
$529K 0.22%
6,049
88
$520K 0.22%
7,258
89
$518K 0.22%
26,000
90
$517K 0.22%
10,366
91
$504K 0.21%
11,103
-112
92
$473K 0.2%
9,255
93
$463K 0.19%
3,947
94
$462K 0.19%
14,502
95
$452K 0.19%
6,428
96
$447K 0.19%
25,930
97
$442K 0.18%
3,710
+25
98
$437K 0.18%
19,528
-185
99
$412K 0.17%
+4,950
100
$397K 0.17%
4,274
2 3
4
5 6