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
$236M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$2.85M
2
+$1.46M
3
+$1.13M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$992K
5
DD icon
DuPont de Nemours
DD
+$756K

Top Sells

1
+$1.3M
2
+$1.23M
3
+$1.11M
4
CELG
Celgene Corp
CELG
+$906K
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$904K

Sector Composition

1 Healthcare 17.28%
2 Technology 14.83%
3 Energy 14.12%
4 Financials 12.42%
5 Industrials 12.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$426K 0.18%
4,400
-20
102
$422K 0.18%
5,725
103
$414K 0.18%
4,875
104
$394K 0.17%
2,542
-100
105
$392K 0.17%
8,930
106
$385K 0.16%
3,285
-280
107
$375K 0.16%
3,705
108
$350K 0.15%
5,360
-30
109
$344K 0.15%
16,660
+6,200
110
$339K 0.14%
5,200
111
$336K 0.14%
5,970
112
$328K 0.14%
8,400
113
$327K 0.14%
4,378
-500
114
$323K 0.14%
12,030
115
$320K 0.14%
1,915
-610
116
$319K 0.14%
3,700
117
$307K 0.13%
8,030
-30
118
$300K 0.13%
10,176
119
$297K 0.13%
3,668
120
$289K 0.12%
18,000
-1,500
121
$289K 0.12%
1,650
122
$287K 0.12%
3,500
123
$285K 0.12%
5,341
-955
124
$280K 0.12%
5,096
125
$277K 0.12%
2,835
3 4
5
6 7