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
$222M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$3.86M
2
+$2.34M
3
+$1.79M
4
AMZN icon
Amazon
AMZN
+$884K
5
CVS icon
CVS Health
CVS
+$498K

Top Sells

1
+$3.77M
2
+$2.05M
3
+$1.45M
4
NOC icon
Northrop Grumman
NOC
+$946K
5
CAM
CAMERON INTERNATIONAL CORPORATION
CAM
+$539K

Sector Composition

1 Healthcare 18.81%
2 Energy 15.51%
3 Financials 13.31%
4 Technology 12.38%
5 Industrials 11.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$587K 0.26%
6,718
-25
77
$572K 0.26%
7,500
-500
78
$551K 0.25%
7,919
-275
79
$547K 0.25%
5,124
80
$518K 0.23%
3,530
-50
81
$511K 0.23%
7,679
-990
82
$474K 0.21%
17,994
-1,122
83
$436K 0.2%
2,130
-5
84
$434K 0.2%
9,296
85
$431K 0.19%
25,500
86
$418K 0.19%
15,386
-224
87
$408K 0.18%
3,645
-98
88
$397K 0.18%
14,900
89
$394K 0.18%
5,835
90
$368K 0.17%
19,471
91
$365K 0.16%
10,389
-168
92
$351K 0.16%
19,780
93
$343K 0.15%
6,400
94
$331K 0.15%
+10,750
95
$329K 0.15%
3,500
96
$328K 0.15%
12,824
97
$327K 0.15%
26,886
-21,444
98
$326K 0.15%
5,075
99
$322K 0.15%
5,310
100
$320K 0.14%
3,910
2 3
4
5 6