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
$228M
AUM Growth
-$6.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$2.72M
3
+$2.31M
4
CHD icon
Church & Dwight Co
CHD
+$2.03M
5
HON icon
Honeywell
HON
+$870K

Top Sells

1
+$2.38M
2
+$2.08M
3
+$1.22M
4
SAN icon
Banco Santander
SAN
+$924K
5
CBI
Chicago Bridge & Iron Nv
CBI
+$914K

Sector Composition

1 Energy 17.78%
2 Healthcare 17.59%
3 Technology 13.44%
4 Industrials 12.73%
5 Financials 12.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$322K 0.14%
6,288
102
$313K 0.14%
5,030
103
$310K 0.14%
5,075
104
$308K 0.14%
4,232
105
$303K 0.13%
5,050
-1,950
106
$293K 0.13%
650
-50
107
$290K 0.13%
2,549
108
$288K 0.13%
8,613
109
$282K 0.12%
5,850
110
$282K 0.12%
3,000
111
$267K 0.12%
2,892
112
$264K 0.12%
1,347
113
$261K 0.11%
3,500
114
$261K 0.11%
9,478
+1
115
$254K 0.11%
9,718
116
$249K 0.11%
4,400
117
$246K 0.11%
3,000
118
$246K 0.11%
3,950
119
$237K 0.1%
3,550
+300
120
$236K 0.1%
4,170
121
$225K 0.1%
3,200
122
$225K 0.1%
3,168
123
$222K 0.1%
+7,295
124
$217K 0.1%
+2,765
125
$212K 0.09%
2,883
2 3 4
5
6