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
$273M
AUM Growth
-$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.86M
3
+$1.39M
4
JNJ icon
Johnson & Johnson
JNJ
+$517K
5
HSBC icon
HSBC
HSBC
+$442K

Top Sells

1
+$2.51M
2
+$2.21M
3
+$1.48M
4
APA icon
APA Corp
APA
+$1.37M
5
BNS icon
Scotiabank
BNS
+$1.12M

Sector Composition

1 Healthcare 17.97%
2 Technology 15.42%
3 Consumer Staples 12.64%
4 Industrials 12.39%
5 Energy 11.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$514K 0.19%
5,565
102
$503K 0.18%
6,400
103
$498K 0.18%
10,920
-76
104
$496K 0.18%
5,426
+1,523
105
$493K 0.18%
3,325
106
$487K 0.18%
8,283
-153
107
$442K 0.16%
+11,158
108
$441K 0.16%
7,071
-900
109
$425K 0.16%
9,405
+850
110
$424K 0.16%
2,707
+140
111
$420K 0.15%
+7,789
112
$413K 0.15%
18,000
-2,295
113
$411K 0.15%
53,400
+12,500
114
$406K 0.15%
9,080
115
$396K 0.15%
17,170
+5,900
116
$394K 0.14%
6,205
+340
117
$387K 0.14%
3,055
+300
118
$369K 0.14%
11,640
119
$365K 0.13%
4,775
-100
120
$362K 0.13%
5,655
-625
121
$361K 0.13%
1,595
-374
122
$360K 0.13%
4,050
123
$357K 0.13%
+16,685
124
$351K 0.13%
14,283
-1,373
125
$347K 0.13%
3,201
3 4
5
6 7