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
$205M
AUM Growth
+$2.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$795K
2
+$474K
3
+$428K
4
WEC icon
WEC Energy
WEC
+$311K
5
CAT icon
Caterpillar
CAT
+$306K

Top Sells

1
+$666K
2
+$602K
3
+$408K
4
HSBC icon
HSBC
HSBC
+$263K
5
AIG icon
American International
AIG
+$216K

Sector Composition

1 Healthcare 18.54%
2 Energy 15.39%
3 Technology 12.07%
4 Industrials 11.96%
5 Financials 11.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$573K 0.28%
9,691
-715
77
$562K 0.27%
19,685
78
$514K 0.25%
7,679
79
$508K 0.25%
19,140
-810
80
$506K 0.25%
3,120
-50
81
$503K 0.25%
6,300
82
$491K 0.24%
9,800
-600
83
$485K 0.24%
2,230
-145
84
$479K 0.23%
39,300
85
$478K 0.23%
7,461
-300
86
$476K 0.23%
20,400
-1,400
87
$462K 0.23%
3,895
-250
88
$433K 0.21%
13,665
-826
89
$424K 0.21%
6,018
90
$417K 0.2%
5,725
91
$401K 0.2%
6,277
-162
92
$395K 0.19%
4,905
93
$392K 0.19%
21,000
94
$384K 0.19%
3,500
95
$373K 0.18%
8,591
-250
96
$367K 0.18%
4,875
-200
97
$365K 0.18%
16,230
-1,800
98
$362K 0.18%
6,696
-2,380
99
$360K 0.18%
3,092
100
$359K 0.18%
6,400
2 3
4
5 6