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
$232M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$5.9M
3
+$5.36M
4
SLB icon
SLB Limited
SLB
+$5.26M
5
KO icon
Coca-Cola
KO
+$5.19M

Top Sells

No sells this quarter

Sector Composition

1 Energy 18.24%
2 Industrials 13.44%
3 Healthcare 12.77%
4 Technology 11%
5 Financials 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$373K 0.16%
+4,824
102
$373K 0.16%
+6,410
103
$361K 0.16%
+26,000
104
$350K 0.15%
+10,900
105
$311K 0.13%
+4,274
106
$308K 0.13%
+39,840
107
$299K 0.13%
+5,000
108
$298K 0.13%
+2,820
109
$295K 0.13%
+6,153
110
$279K 0.12%
+8,168
111
$267K 0.12%
+24
112
$265K 0.11%
+13,000
113
$263K 0.11%
+8,008
114
$261K 0.11%
+12,440
115
$259K 0.11%
+4,321
116
$251K 0.11%
+5,600
117
$248K 0.11%
+33,000
118
$243K 0.1%
+3,760
119
$242K 0.1%
+5,850
120
$241K 0.1%
+3,300
121
$237K 0.1%
+3,450
122
$237K 0.1%
+8,140
123
$225K 0.1%
+3,820
124
$222K 0.1%
+2,391
125
$220K 0.09%
+6,215
2 3 4
5
6