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
$230M
AUM Growth
+$8.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$709K
2
+$241K
3
+$206K
4
STT icon
State Street
STT
+$202K
5
AMZN icon
Amazon
AMZN
+$200K

Top Sells

1
+$648K
2
+$467K
3
+$236K
4
TGT icon
Target
TGT
+$209K
5
SCG
Scana
SCG
+$205K

Sector Composition

1 Healthcare 16.7%
2 Energy 14.82%
3 Industrials 13.24%
4 Financials 12.57%
5 Technology 12.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$684K 0.3%
4,672
77
$681K 0.3%
5,124
78
$671K 0.29%
8,543
-1,250
79
$642K 0.28%
19,705
+20
80
$638K 0.28%
10,696
81
$636K 0.28%
18,585
+3,975
82
$617K 0.27%
7,679
83
$606K 0.26%
10,266
84
$587K 0.26%
6,300
85
$561K 0.24%
7,086
-175
86
$532K 0.23%
8,534
+14
87
$487K 0.21%
2,845
-75
88
$478K 0.21%
9,800
89
$445K 0.19%
14,181
-3,813
90
$443K 0.19%
6,277
91
$428K 0.19%
8,581
-10
92
$422K 0.18%
12,485
93
$384K 0.17%
14,839
+766
94
$381K 0.17%
2,892
95
$379K 0.17%
4,875
96
$378K 0.16%
21,000
97
$377K 0.16%
3,100
98
$375K 0.16%
16,030
-200
99
$372K 0.16%
6,400
100
$363K 0.16%
5,725
2 3
4
5 6