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
$223M
AUM Growth
+$9.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$1.75M
3
+$1.63M
4
PX
Praxair Inc
PX
+$797K
5
CCJ icon
Cameco
CCJ
+$763K

Top Sells

1
+$1.87M
2
+$1.85M
3
+$1.78M
4
TJX icon
TJX Companies
TJX
+$1.54M
5
VMC icon
Vulcan Materials
VMC
+$813K

Sector Composition

1 Healthcare 18.32%
2 Energy 14.85%
3 Technology 14.13%
4 Industrials 12.48%
5 Financials 11.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$374K 0.17%
2,525
-150
102
$368K 0.17%
5,725
103
$363K 0.16%
8,930
104
$359K 0.16%
+33,400
105
$349K 0.16%
+6,296
106
$339K 0.15%
3,705
107
$331K 0.15%
5,970
108
$323K 0.15%
5,200
109
$318K 0.14%
5,390
+60
110
$309K 0.14%
4,878
111
$308K 0.14%
8,400
112
$298K 0.13%
12,030
-4,000
113
$297K 0.13%
8,060
-41,690
114
$290K 0.13%
3,700
115
$288K 0.13%
5,096
116
$286K 0.13%
3,500
117
$285K 0.13%
+6,230
118
$282K 0.13%
3,668
119
$280K 0.13%
19,500
-1,500
120
$271K 0.12%
2,835
-275
121
$261K 0.12%
4,582
-75
122
$258K 0.12%
10,176
-500
123
$255K 0.11%
2,163
124
$253K 0.11%
3,050
125
$248K 0.11%
9,524
2 3 4
5
6