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
$348M
AUM Growth
-$55.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$308K
3
+$304K
4
TGT icon
Target
TGT
+$270K
5
JNJ icon
Johnson & Johnson
JNJ
+$260K

Top Sells

1
+$682K
2
+$587K
3
+$394K
4
ABBV icon
AbbVie
ABBV
+$316K
5
APD icon
Air Products & Chemicals
APD
+$297K

Sector Composition

1 Technology 19.12%
2 Healthcare 17.91%
3 Consumer Staples 13.24%
4 Industrials 11.39%
5 Financials 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$774K 0.22%
2,452
+305
102
$734K 0.21%
10,509
-341
103
$726K 0.21%
3,375
104
$694K 0.2%
7,356
-330
105
$657K 0.19%
16,550
106
$626K 0.18%
8,955
+965
107
$611K 0.18%
11,002
108
$606K 0.17%
2,508
+5
109
$592K 0.17%
5,214
+325
110
$557K 0.16%
7,935
111
$556K 0.16%
10,765
112
$541K 0.16%
7,166
+2,050
113
$539K 0.16%
1,345
114
$533K 0.15%
9,849
115
$526K 0.15%
12,495
+1,995
116
$516K 0.15%
3,790
117
$512K 0.15%
2,846
118
$508K 0.15%
20,827
-500
119
$508K 0.15%
3,666
+150
120
$498K 0.14%
2,474
121
$483K 0.14%
10,105
122
$480K 0.14%
7,681
-45
123
$477K 0.14%
7,679
+2
124
$476K 0.14%
1,262
125
$463K 0.13%
1,547
3 4
5
6 7