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
$213M
AUM Growth
-$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.46M
3
+$1.45M
4
ADP icon
Automatic Data Processing
ADP
+$365K
5
ABBV icon
AbbVie
ABBV
+$324K

Top Sells

1
+$2.73M
2
+$1.89M
3
+$1.71M
4
MSFT icon
Microsoft
MSFT
+$1.47M
5
CVX icon
Chevron
CVX
+$1.35M

Sector Composition

1 Healthcare 17.67%
2 Energy 13.69%
3 Industrials 13.6%
4 Technology 12.43%
5 Financials 12.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$347K 0.16%
8,930
+2,090
102
$343K 0.16%
5,725
103
$324K 0.15%
+4,470
104
$314K 0.15%
5,970
105
$311K 0.15%
4,878
106
$306K 0.14%
21,000
107
$306K 0.14%
3,705
-130
108
$302K 0.14%
3,500
109
$298K 0.14%
4,657
110
$294K 0.14%
8,400
+600
111
$293K 0.14%
5,734
112
$290K 0.14%
+3,272
113
$285K 0.13%
5,096
-5,600
114
$284K 0.13%
2,069
115
$281K 0.13%
3,668
+500
116
$279K 0.13%
+2,163
117
$279K 0.13%
3,110
+567
118
$279K 0.13%
+5,330
119
$271K 0.13%
3,700
120
$259K 0.12%
10,676
+800
121
$258K 0.12%
9,524
122
$247K 0.12%
3,050
123
$233K 0.11%
1,650
-200
124
$225K 0.11%
5,218
125
$219K 0.1%
+2,800
2 3 4
5
6