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
$391M
AUM Growth
+$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$1.39M
3
+$1.23M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$960K
5
EQNR icon
Equinor
EQNR
+$883K

Top Sells

1
+$1.73M
2
+$672K
3
+$493K
4
KO icon
Coca-Cola
KO
+$387K
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$334K

Sector Composition

1 Technology 20.16%
2 Healthcare 17.91%
3 Consumer Staples 12.52%
4 Industrials 11.64%
5 Financials 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$912K 0.23%
2,499
-25
102
$903K 0.23%
8,802
103
$878K 0.22%
7,309
+1,225
104
$868K 0.22%
11,215
105
$862K 0.22%
12,272
-94
106
$822K 0.21%
1,635
107
$781K 0.2%
3,875
-2,445
108
$771K 0.2%
4,425
109
$759K 0.19%
+1,649
110
$746K 0.19%
16,265
111
$726K 0.19%
+43,275
112
$715K 0.18%
9,190
+9
113
$695K 0.18%
10,978
114
$683K 0.17%
3,162
+292
115
$677K 0.17%
13,835
116
$671K 0.17%
8,503
-333
117
$623K 0.16%
16,500
118
$615K 0.16%
2,700
119
$602K 0.15%
4,300
+600
120
$602K 0.15%
3,646
121
$594K 0.15%
9,600
+3,084
122
$586K 0.15%
2,474
123
$565K 0.14%
4,551
+518
124
$540K 0.14%
1,262
125
$532K 0.14%
11,740
3 4
5
6 7