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
-$7.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$3.93M
2
+$2.49M
3
+$1.71M
4
CELG
Celgene Corp
CELG
+$1.23M
5
XOM icon
Exxon Mobil
XOM
+$557K

Top Sells

1
+$4.12M
2
+$1.88M
3
+$1.25M
4
KO icon
Coca-Cola
KO
+$1.04M
5
ORCL icon
Oracle
ORCL
+$1.03M

Sector Composition

1 Energy 21.59%
2 Industrials 16.62%
3 Healthcare 14.59%
4 Technology 13.06%
5 Financials 11.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$271K 0.12%
5,050
-1,000
102
$258K 0.11%
4,300
-700
103
$256K 0.11%
3,200
-300
104
$249K 0.11%
4,588
+279
105
$249K 0.11%
4,850
-900
106
$246K 0.11%
3,000
-100
107
$236K 0.1%
2,892
-868
108
$233K 0.1%
10,375
-9,153
109
$232K 0.1%
3,268
-80
110
$231K 0.1%
7,340
-1,500
111
$230K 0.1%
+5,000
112
$230K 0.1%
4,550
113
$225K 0.1%
+4,000
114
$221K 0.1%
1,432
115
$220K 0.09%
+9,300
116
$220K 0.09%
+17,766
117
$219K 0.09%
1,924
118
$214K 0.09%
+2,972
119
$213K 0.09%
2,765
-1,055
120
$211K 0.09%
22
121
$210K 0.09%
+700
122
$206K 0.09%
12,000
-13,930
123
$206K 0.09%
+3,500
124
$205K 0.09%
17,957
125
$203K 0.09%
2,996
2 3 4
5
6