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
$230M
AUM Growth
+$8.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1 +$709K
2 +$241K
3 +$206K
4
STT icon
State Street
STT
+$202K
5
AMZN icon
Amazon
AMZN
+$200K

Top Sells

1 +$648K
2 +$467K
3 +$236K
4
TGT icon
Target
TGT
+$209K
5
SCG
Scana
SCG
+$205K

Sector Composition

1 Healthcare 16.7%
2 Energy 14.82%
3 Industrials 13.24%
4 Financials 12.57%
5 Technology 12.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$150K 0.07%
3,583
-234
127
$136K 0.06%
10,750
-4,400
128
$134K 0.06%
12,375
129
$121K 0.05%
10,360
-100
130
$118K 0.05%
14,400
131
$28K 0.01%
870
132
-2,792
133
-2,900
134
-31,110