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
$296M
AUM Growth
+$78.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$6.67M
2
+$4.81M
3
+$3.41M
4
LLL
L3 Technologies, Inc.
LLL
+$2.51M
5
APA icon
APA Corp
APA
+$2.25M

Top Sells

1
+$1.83M
2
+$618K
3
+$473K
4
CCJ icon
Cameco
CCJ
+$379K
5
AAPL icon
Apple
AAPL
+$339K

Sector Composition

1 Healthcare 17.19%
2 Technology 16.52%
3 Energy 13.66%
4 Industrials 12.26%
5 Financials 10.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$574K 0.19%
+8,436
102
$562K 0.19%
+6,280
103
$558K 0.19%
+13,320
104
$554K 0.19%
15,063
-769
105
$547K 0.18%
10,611
+385
106
$532K 0.18%
+3,325
107
$532K 0.18%
+1,969
108
$526K 0.18%
11,640
+275
109
$523K 0.18%
+2,350
110
$518K 0.18%
40,900
+26,500
111
$518K 0.18%
10,996
+996
112
$509K 0.17%
+9,080
113
$487K 0.16%
+3,350
114
$479K 0.16%
+1,225
115
$478K 0.16%
3,201
-12,259
116
$477K 0.16%
+8,555
117
$470K 0.16%
+20,295
118
$456K 0.15%
+2,567
119
$452K 0.15%
+5,865
120
$450K 0.15%
15,656
-98
121
$447K 0.15%
+2,650
122
$445K 0.15%
+5,415
123
$441K 0.15%
+2,755
124
$416K 0.14%
+4,378
125
$381K 0.13%
+3,380
3 4
5
6 7