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
$237M
AUM Growth
+$835K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$2.32M
3
+$403K
4
DHR icon
Danaher
DHR
+$251K
5
CTSH icon
Cognizant
CTSH
+$221K

Top Sells

1
+$1.42M
2
+$868K
3
+$344K
4
AMZN icon
Amazon
AMZN
+$340K
5
NFG icon
National Fuel Gas
NFG
+$280K

Sector Composition

1 Healthcare 17.42%
2 Technology 16.77%
3 Energy 12.57%
4 Financials 12.45%
5 Industrials 11.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$785K 0.33%
5,124
77
$778K 0.33%
4,639
78
$774K 0.33%
8,301
+915
79
$760K 0.32%
9,650
-2,850
80
$755K 0.32%
7,515
-450
81
$728K 0.31%
4,545
-437
82
$691K 0.29%
8,936
+756
83
$685K 0.29%
14,721
84
$676K 0.29%
5,260
85
$657K 0.28%
11,348
-83
86
$653K 0.28%
21,885
+5
87
$644K 0.27%
8,536
-30
88
$617K 0.26%
9,264
-70
89
$605K 0.26%
8,689
-437
90
$603K 0.25%
16,065
-1,385
91
$602K 0.25%
5,574
92
$596K 0.25%
11,440
-300
93
$596K 0.25%
16,332
-313
94
$554K 0.23%
12,910
+50
95
$524K 0.22%
6,613
+1,266
96
$520K 0.22%
9,800
97
$497K 0.21%
50,200
-100
98
$493K 0.21%
8,321
99
$485K 0.2%
6,400
100
$458K 0.19%
4,035
+750
2 3
4
5 6