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
$221M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$1.19M
3
+$1.12M
4
CAT icon
Caterpillar
CAT
+$942K
5
UNP icon
Union Pacific
UNP
+$892K

Top Sells

1
+$1.08M
2
+$1.03M
3
+$706K
4
COST icon
Costco
COST
+$480K
5
AMZN icon
Amazon
AMZN
+$229K

Sector Composition

1 Energy 16.05%
2 Healthcare 15.94%
3 Industrials 13.3%
4 Financials 13.02%
5 Technology 12.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$623K 0.28%
4,672
77
$623K 0.28%
6,300
78
$609K 0.28%
8,280
79
$606K 0.27%
10,696
+4,000
80
$588K 0.27%
5,124
81
$585K 0.26%
4,940
+1,045
82
$564K 0.26%
7,679
83
$562K 0.25%
17,994
-825
84
$538K 0.24%
7,261
-200
85
$531K 0.24%
2,920
-200
86
$494K 0.22%
27,900
+7,500
87
$492K 0.22%
8,520
-1,171
88
$483K 0.22%
14,610
+5,550
89
$456K 0.21%
9,800
90
$433K 0.2%
6,277
91
$431K 0.2%
8,591
92
$408K 0.18%
5,725
93
$390K 0.18%
21,000
94
$377K 0.17%
12,485
-1,180
95
$364K 0.16%
14,073
+2,200
96
$359K 0.16%
4,875
97
$346K 0.16%
2,892
-200
98
$342K 0.15%
16,230
99
$341K 0.15%
3,500
100
$338K 0.15%
3,910
2 3
4
5 6