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
$232M
AUM Growth
-$7.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$3.93M
2
+$2.49M
3
+$1.71M
4
CELG
Celgene Corp
CELG
+$1.23M
5
XOM icon
Exxon Mobil
XOM
+$557K

Top Sells

1
+$4.12M
2
+$1.88M
3
+$1.25M
4
KO icon
Coca-Cola
KO
+$1.04M
5
ORCL icon
Oracle
ORCL
+$1.03M

Sector Composition

1 Energy 21.59%
2 Industrials 16.62%
3 Healthcare 14.59%
4 Technology 13.06%
5 Financials 11.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$503K 0.22%
13,720
-1,200
77
$501K 0.22%
5,978
-71
78
$482K 0.21%
7,200
-1,400
79
$476K 0.2%
18,823
-4,132
80
$476K 0.2%
12,710
-1,960
81
$461K 0.2%
6,158
-1,100
82
$450K 0.19%
65,002
-22,666
83
$434K 0.19%
18,500
+6,258
84
$420K 0.18%
25,000
-1,000
85
$418K 0.18%
12,630
-2,610
86
$411K 0.18%
8,266
-2,837
87
$396K 0.17%
5,003
-1,765
88
$392K 0.17%
6,153
-3,291
89
$392K 0.17%
4,824
90
$392K 0.17%
3,510
-200
91
$391K 0.17%
12,902
-1,600
92
$368K 0.16%
4,274
93
$364K 0.16%
5,145
-8,966
94
$354K 0.15%
5,030
-3,316
95
$326K 0.14%
33,000
96
$324K 0.14%
6,660
-450
97
$321K 0.14%
6,200
-4,166
98
$314K 0.14%
5,600
99
$300K 0.13%
3,995
-2,433
100
$288K 0.12%
6,400
2 3
4
5 6