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
$348M
AUM Growth
-$55.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$308K
3
+$304K
4
TGT icon
Target
TGT
+$270K
5
JNJ icon
Johnson & Johnson
JNJ
+$260K

Top Sells

1
+$682K
2
+$587K
3
+$394K
4
ABBV icon
AbbVie
ABBV
+$316K
5
APD icon
Air Products & Chemicals
APD
+$297K

Sector Composition

1 Technology 19.12%
2 Healthcare 17.91%
3 Consumer Staples 13.24%
4 Industrials 11.39%
5 Financials 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.28M 0.37%
6,118
+50
77
$1.27M 0.37%
21,488
+526
78
$1.26M 0.36%
4,774
79
$1.24M 0.36%
4,509
+200
80
$1.21M 0.35%
6,639
+5,574
81
$1.19M 0.34%
27,617
-143
82
$1.18M 0.34%
22,473
+200
83
$1.17M 0.34%
12,851
+1,440
84
$1.15M 0.33%
16,175
-1,564
85
$1.11M 0.32%
6,212
-1,561
86
$1.05M 0.3%
3,758
+10
87
$1.05M 0.3%
8,203
-13
88
$1.03M 0.3%
12,381
-344
89
$1.02M 0.29%
10,325
90
$983K 0.28%
11,602
91
$954K 0.27%
21,075
-150
92
$902K 0.26%
21,587
+4,852
93
$900K 0.26%
17,800
-11,600
94
$865K 0.25%
41,246
-11,015
95
$863K 0.25%
9,445
-1,285
96
$860K 0.25%
3,577
-1,236
97
$831K 0.24%
16,100
98
$820K 0.24%
4,969
+1,559
99
$818K 0.24%
8,510
+508
100
$797K 0.23%
25,825
+600
2 3
4
5 6