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
$232M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1 +$12M
2 +$5.9M
3 +$5.36M
4
SLB icon
SLB Limited
SLB
+$5.26M
5
KO icon
Coca-Cola
KO
+$5.19M

Top Sells

No sells this quarter

Sector Composition

1 Energy 18.24%
2 Industrials 13.44%
3 Healthcare 12.77%
4 Technology 11%
5 Financials 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$215K 0.09%
+3,400
127
$213K 0.09%
+1,432
128
$208K 0.09%
+6,400
129
$207K 0.09%
+250
130
$206K 0.09%
+3,605
131
$205K 0.09%
+2,980
132
$156K 0.07%
+3,717
133
$150K 0.06%
+30,285
134
$144K 0.06%
+17,957
135
$143K 0.06%
+10,040
136
$72K 0.03%
+1,184