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
$230M
AUM Growth
+$8.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$709K
2
+$241K
3
+$206K
4
STT icon
State Street
STT
+$202K
5
AMZN icon
Amazon
AMZN
+$200K

Top Sells

1
+$648K
2
+$467K
3
+$236K
4
TGT icon
Target
TGT
+$209K
5
SCG
Scana
SCG
+$205K

Sector Composition

1 Healthcare 16.7%
2 Energy 14.82%
3 Industrials 13.24%
4 Financials 12.57%
5 Technology 12.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$360K 0.16%
12,450
102
$335K 0.15%
3,500
103
$325K 0.14%
5,200
104
$322K 0.14%
4,878
105
$319K 0.14%
4,657
106
$312K 0.14%
2,355
107
$310K 0.14%
5,734
108
$304K 0.13%
3,835
-75
109
$299K 0.13%
3,510
+405
110
$287K 0.13%
5,970
-50
111
$283K 0.12%
2,069
+65
112
$272K 0.12%
16,075
113
$270K 0.12%
3,700
114
$263K 0.11%
9,524
-100
115
$250K 0.11%
7,800
116
$248K 0.11%
6,840
117
$246K 0.11%
3,168
118
$241K 0.11%
+1,850
119
$233K 0.1%
9,876
-400
120
$232K 0.1%
1,347
121
$225K 0.1%
3,050
122
$210K 0.09%
5,218
-400
123
$206K 0.09%
+1,000
124
$202K 0.09%
+2,543
125
$179K 0.08%
10,310
2 3 4
5
6