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
$296M
AUM Growth
+$78.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$6.67M
2
+$4.81M
3
+$3.41M
4
LLL
L3 Technologies, Inc.
LLL
+$2.51M
5
APA icon
APA Corp
APA
+$2.25M

Top Sells

1
+$1.83M
2
+$618K
3
+$473K
4
CCJ icon
Cameco
CCJ
+$379K
5
AAPL icon
Apple
AAPL
+$339K

Sector Composition

1 Healthcare 17.19%
2 Technology 16.52%
3 Energy 13.66%
4 Industrials 12.26%
5 Financials 10.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$917K 0.31%
+4,403
77
$913K 0.31%
+4,913
78
$888K 0.3%
10,889
+864
79
$854K 0.29%
+14,721
80
$852K 0.29%
+5,652
81
$848K 0.29%
12,699
-234
82
$833K 0.28%
15,852
+18
83
$776K 0.26%
+19,270
84
$772K 0.26%
+5,160
85
$768K 0.26%
+9,302
86
$754K 0.25%
+6,450
87
$747K 0.25%
+11,028
88
$705K 0.24%
+4,814
89
$687K 0.23%
60,300
-33,300
90
$663K 0.22%
47,500
91
$659K 0.22%
+8,536
92
$658K 0.22%
13,516
+656
93
$655K 0.22%
+7,430
94
$640K 0.22%
+7,273
95
$638K 0.22%
+9,750
96
$625K 0.21%
+6,310
97
$623K 0.21%
+6,400
98
$617K 0.21%
+7,971
99
$608K 0.21%
+5,565
100
$583K 0.2%
10,256
-592
2 3
4
5 6