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
$222M
AUM Growth
-$6.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1 +$1.5M
2 +$531K
3 +$447K
4
MNDT
Mandiant, Inc. Common Stock
MNDT
+$244K
5
MAR icon
Marriott International
MAR
+$244K

Top Sells

1 +$767K
2 +$585K
3 +$488K
4
MSFT icon
Microsoft
MSFT
+$429K
5
UNP icon
Union Pacific
UNP
+$395K

Sector Composition

1 Healthcare 18.64%
2 Energy 17.76%
3 Technology 13.29%
4 Industrials 12.29%
5 Financials 12.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$199K 0.09%
11,131
+546
127
$187K 0.08%
3,383
128
$177K 0.08%
18,913
+266
129
$132K 0.06%
10,330
-3,400
130
$75K 0.03%
1,008
-68
131
$41K 0.02%
14,000
132
-1,824
133
-7,295
134
-3,550
135
-3,700