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
$236M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$2.85M
2
+$1.46M
3
+$1.13M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$992K
5
DD icon
DuPont de Nemours
DD
+$756K

Top Sells

1
+$1.3M
2
+$1.23M
3
+$1.11M
4
CELG
Celgene Corp
CELG
+$906K
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$904K

Sector Composition

1 Healthcare 17.28%
2 Technology 14.83%
3 Energy 14.12%
4 Financials 12.42%
5 Industrials 12.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$776K 0.33%
4,982
-523
77
$756K 0.32%
+5,260
78
$747K 0.32%
14,605
+100
79
$734K 0.31%
7,386
80
$728K 0.31%
+21,880
81
$722K 0.31%
149,280
-400
82
$691K 0.29%
8,180
-100
83
$662K 0.28%
17,450
-1,925
84
$656K 0.28%
11,431
-5,390
85
$642K 0.27%
9,126
+34
86
$642K 0.27%
16,645
-2,170
87
$614K 0.26%
8,566
+340
88
$585K 0.25%
5,574
-12,403
89
$553K 0.23%
14,721
90
$537K 0.23%
50,300
+16,900
91
$517K 0.22%
8,716
-1,050
92
$493K 0.21%
12,860
-300
93
$492K 0.21%
9,800
94
$483K 0.2%
11,740
95
$480K 0.2%
+9,334
96
$468K 0.2%
6,400
97
$457K 0.19%
8,321
98
$442K 0.19%
3,100
99
$438K 0.19%
2,595
100
$429K 0.18%
5,347
2 3
4
5 6