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
$205M
AUM Growth
+$2.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$795K
2
+$474K
3
+$428K
4
WEC icon
WEC Energy
WEC
+$311K
5
CAT icon
Caterpillar
CAT
+$306K

Top Sells

1
+$666K
2
+$602K
3
+$408K
4
HSBC icon
HSBC
HSBC
+$263K
5
AIG icon
American International
AIG
+$216K

Sector Composition

1 Healthcare 18.54%
2 Energy 15.39%
3 Technology 12.07%
4 Industrials 11.96%
5 Financials 11.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$351K 0.17%
3,100
102
$342K 0.17%
28,310
103
$333K 0.16%
4,657
+75
104
$315K 0.15%
3,910
105
$313K 0.15%
11,324
106
$289K 0.14%
19,600
-250
107
$282K 0.14%
2,355
108
$280K 0.14%
9,060
-1,275
109
$279K 0.14%
1,347
110
$270K 0.13%
2,004
111
$262K 0.13%
5,618
112
$258K 0.13%
6,020
-1,900
113
$248K 0.12%
11,873
114
$246K 0.12%
13,075
+575
115
$246K 0.12%
6,840
116
$244K 0.12%
5,200
117
$239K 0.12%
7,800
118
$236K 0.12%
3,700
119
$235K 0.11%
3,168
120
$234K 0.11%
13,150
121
$229K 0.11%
5,734
122
$221K 0.11%
+150
123
$211K 0.1%
1,087
-19
124
$202K 0.1%
2,792
125
$201K 0.1%
+1,850
2 3 4
5
6