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
$222M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$3.86M
2
+$2.34M
3
+$1.79M
4
AMZN icon
Amazon
AMZN
+$884K
5
CVS icon
CVS Health
CVS
+$498K

Top Sells

1
+$3.77M
2
+$2.05M
3
+$1.45M
4
NOC icon
Northrop Grumman
NOC
+$946K
5
CAM
CAMERON INTERNATIONAL CORPORATION
CAM
+$539K

Sector Composition

1 Healthcare 18.81%
2 Energy 15.51%
3 Financials 13.31%
4 Technology 12.38%
5 Industrials 11.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$311K 0.14%
4,074
102
$310K 0.14%
5,988
103
$303K 0.14%
11,503
-1,189
104
$302K 0.14%
4,582
105
$301K 0.14%
3,100
106
$299K 0.13%
550
107
$291K 0.13%
7,465
-864
108
$287K 0.13%
3,092
109
$281K 0.13%
2,709
110
$270K 0.12%
11,771
111
$268K 0.12%
6,150
+300
112
$268K 0.12%
57,278
-48,788
113
$262K 0.12%
1,347
114
$261K 0.12%
12,400
115
$259K 0.12%
9,285
+180
116
$258K 0.12%
+4,400
117
$251K 0.11%
12,105
-6,100
118
$251K 0.11%
17,725
-350
119
$250K 0.11%
9,730
-12,250
120
$242K 0.11%
3,610
+300
121
$241K 0.11%
3,200
122
$237K 0.11%
2,555
123
$232K 0.1%
+5,416
124
$228K 0.1%
+2,051
125
$227K 0.1%
3,775
+75
2 3 4
5
6