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
$237M
AUM Growth
+$835K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$2.32M
3
+$403K
4
DHR icon
Danaher
DHR
+$251K
5
CTSH icon
Cognizant
CTSH
+$221K

Top Sells

1
+$1.42M
2
+$868K
3
+$344K
4
AMZN icon
Amazon
AMZN
+$340K
5
NFG icon
National Fuel Gas
NFG
+$280K

Sector Composition

1 Healthcare 17.42%
2 Technology 16.77%
3 Energy 12.57%
4 Financials 12.45%
5 Industrials 11.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$451K 0.19%
3,100
102
$416K 0.18%
2,375
+975
103
$409K 0.17%
2,542
104
$404K 0.17%
9,230
+300
105
$397K 0.17%
2,595
106
$380K 0.16%
4,875
107
$374K 0.16%
5,380
+20
108
$369K 0.16%
3,900
-500
109
$367K 0.15%
8,998
+968
110
$357K 0.15%
1,650
111
$355K 0.15%
3,705
112
$355K 0.15%
4,850
+1,800
113
$352K 0.15%
7,816
-900
114
$339K 0.14%
5,225
-500
115
$339K 0.14%
8,300
-100
116
$325K 0.14%
5,200
117
$311K 0.13%
3,700
118
$308K 0.13%
5,970
119
$305K 0.13%
10,176
120
$302K 0.13%
4,378
121
$300K 0.13%
1,915
122
$297K 0.13%
18,000
123
$286K 0.12%
12,030
124
$283K 0.12%
2,835
125
$266K 0.11%
1,060
+45
3 4
5
6 7