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
$221M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1 +$1.58M
2 +$1.19M
3 +$1.12M
4
CAT icon
Caterpillar
CAT
+$942K
5
UNP icon
Union Pacific
UNP
+$892K

Top Sells

1 +$1.08M
2 +$1.03M
3 +$706K
4
COST icon
Costco
COST
+$480K
5
AMZN icon
Amazon
AMZN
+$229K

Sector Composition

1 Energy 16.05%
2 Healthcare 15.94%
3 Industrials 13.3%
4 Financials 13.02%
5 Technology 12.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$170K 0.08%
10,310
127
$127K 0.06%
10,460
-17,850
128
$127K 0.06%
12,375
129
$121K 0.05%
14,400
-1,500
130
$44K 0.02%
870
-67
131
-1,087
132
-16,375
133
-13,786
134
-150
135
-1,850