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
$236M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$2.85M
2
+$1.46M
3
+$1.13M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$992K
5
DD icon
DuPont de Nemours
DD
+$756K

Top Sells

1
+$1.3M
2
+$1.23M
3
+$1.11M
4
CELG
Celgene Corp
CELG
+$906K
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$904K

Sector Composition

1 Healthcare 17.28%
2 Technology 14.83%
3 Energy 14.12%
4 Financials 12.42%
5 Industrials 12.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$263K 0.11%
6,230
127
$262K 0.11%
9,899
+375
128
$261K 0.11%
2,163
129
$256K 0.11%
3,172
130
$252K 0.11%
3,050
131
$247K 0.1%
1,000
132
$238K 0.1%
3,601
-59
133
$231K 0.1%
1,347
134
$228K 0.1%
+1,790
135
$226K 0.1%
+1,015
136
$225K 0.1%
3,103
-3,250
137
$222K 0.09%
2,984
138
$216K 0.09%
4,572
139
$212K 0.09%
+1,400
140
$211K 0.09%
12,750
141
$209K 0.09%
4,220
-362
142
$208K 0.09%
+2,010
143
$206K 0.09%
1,810
+45
144
$203K 0.09%
1,739
145
$201K 0.09%
+3,525
146
$184K 0.08%
11,700
-285
147
$157K 0.07%
10,010
148
$134K 0.06%
12,375
149
$129K 0.05%
10,360
150
$104K 0.04%
14,400
3 4 5
6
7