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
$221M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$1.19M
3
+$1.12M
4
CAT icon
Caterpillar
CAT
+$942K
5
UNP icon
Union Pacific
UNP
+$892K

Top Sells

1
+$1.08M
2
+$1.03M
3
+$706K
4
COST icon
Costco
COST
+$480K
5
AMZN icon
Amazon
AMZN
+$229K

Sector Composition

1 Energy 16.05%
2 Healthcare 15.94%
3 Industrials 13.3%
4 Financials 13.02%
5 Technology 12.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$336K 0.15%
4,878
-1,140
102
$334K 0.15%
6,400
103
$328K 0.15%
3,100
104
$308K 0.14%
4,657
105
$291K 0.13%
5,200
106
$288K 0.13%
2,355
107
$287K 0.13%
6,020
108
$278K 0.13%
16,075
+3,000
109
$273K 0.12%
12,450
-700
110
$262K 0.12%
3,700
111
$260K 0.12%
9,624
-1,700
112
$247K 0.11%
5,734
113
$243K 0.11%
3,168
114
$239K 0.11%
1,347
115
$238K 0.11%
6,840
116
$237K 0.11%
2,004
117
$233K 0.11%
7,800
118
$232K 0.11%
5,618
119
$227K 0.1%
10,276
-1,000
120
$219K 0.1%
3,105
-1,800
121
$209K 0.09%
+2,900
122
$206K 0.09%
+3,050
123
$205K 0.09%
2,792
124
$182K 0.08%
3,817
125
$180K 0.08%
15,150
-4,450
2 3 4
5
6