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
$223M
AUM Growth
+$9.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$1.75M
3
+$1.63M
4
PX
Praxair Inc
PX
+$797K
5
CCJ icon
Cameco
CCJ
+$763K

Top Sells

1
+$1.87M
2
+$1.85M
3
+$1.78M
4
TJX icon
TJX Companies
TJX
+$1.54M
5
VMC icon
Vulcan Materials
VMC
+$813K

Sector Composition

1 Healthcare 18.32%
2 Energy 14.85%
3 Technology 14.13%
4 Industrials 12.48%
5 Financials 11.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$763K 0.34%
+78,945
77
$756K 0.34%
+14,505
78
$711K 0.32%
18,815
-500
79
$708K 0.32%
8,280
80
$693K 0.31%
19,375
+1,070
81
$669K 0.3%
+149,680
82
$668K 0.3%
7,386
83
$666K 0.3%
8,226
-300
84
$623K 0.28%
9,092
-15
85
$581K 0.26%
14,450
-1,900
86
$536K 0.24%
14,721
+540
87
$517K 0.23%
6,353
-160
88
$505K 0.23%
9,766
89
$503K 0.23%
9,800
90
$479K 0.22%
2,595
-100
91
$462K 0.21%
11,740
92
$443K 0.2%
13,160
-1,125
93
$441K 0.2%
6,400
94
$424K 0.19%
3,100
95
$416K 0.19%
8,321
96
$393K 0.18%
4,420
-50
97
$393K 0.18%
4,875
98
$391K 0.18%
5,347
-1,907
99
$390K 0.18%
3,565
100
$375K 0.17%
2,642
2 3
4
5 6