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
$237M
AUM Growth
+$835K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$2.32M
3
+$403K
4
DHR icon
Danaher
DHR
+$251K
5
CTSH icon
Cognizant
CTSH
+$221K

Top Sells

1
+$1.42M
2
+$868K
3
+$344K
4
AMZN icon
Amazon
AMZN
+$340K
5
NFG icon
National Fuel Gas
NFG
+$280K

Sector Composition

1 Healthcare 17.42%
2 Technology 16.77%
3 Energy 12.57%
4 Financials 12.45%
5 Industrials 11.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$264K 0.11%
1,765
-25
127
$264K 0.11%
3,500
128
$262K 0.11%
3,587
-14
129
$254K 0.11%
3,172
130
$251K 0.11%
+2,893
131
$250K 0.11%
2,090
+80
132
$248K 0.1%
14,650
+1,900
133
$247K 0.1%
3,668
134
$247K 0.1%
4,341
-1,000
135
$241K 0.1%
1,000
136
$240K 0.1%
6,230
137
$238K 0.1%
2,163
138
$225K 0.09%
9,199
-700
139
$221K 0.09%
+2,745
140
$213K 0.09%
3,159
+175
141
$212K 0.09%
1,814
+75
142
$208K 0.09%
+100
143
$208K 0.09%
1,347
144
$204K 0.09%
3,400
-125
145
$203K 0.09%
+4,127
146
$201K 0.08%
1,910
+100
147
$173K 0.07%
10,700
-1,000
148
$159K 0.07%
10,010
149
$127K 0.05%
12,375
150
$115K 0.05%
10,360
3 4 5
6
7