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
$239M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$495K
3
+$412K
4
YUM icon
Yum! Brands
YUM
+$234K
5
CTSH icon
Cognizant
CTSH
+$230K

Top Sells

1
+$896K
2
+$562K
3
+$435K
4
NEM icon
Newmont
NEM
+$304K
5
MON
Monsanto Co
MON
+$290K

Sector Composition

1 Energy 20.78%
2 Industrials 15.66%
3 Healthcare 13.01%
4 Financials 12.23%
5 Technology 12.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$389K 0.16%
4,824
102
$376K 0.16%
39,240
-300
103
$342K 0.14%
4,050
+650
104
$334K 0.14%
6,050
105
$329K 0.14%
5,000
106
$325K 0.14%
8,168
107
$314K 0.13%
6,028
-125
108
$314K 0.13%
5,600
109
$304K 0.13%
5,750
-100
110
$303K 0.13%
7,110
111
$295K 0.12%
8,840
+700
112
$294K 0.12%
3,820
113
$283K 0.12%
33,000
114
$282K 0.12%
12,242
-13,200
115
$282K 0.12%
3,760
116
$267K 0.11%
3,500
+100
117
$264K 0.11%
6,400
118
$262K 0.11%
12,200
-800
119
$262K 0.11%
8,008
120
$249K 0.1%
3,549
+250
121
$248K 0.1%
2,950
-30
122
$247K 0.1%
3,100
-200
123
$246K 0.1%
22
124
$240K 0.1%
2,391
125
$234K 0.1%
+4,309
3 4
5
6 7