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
$218M
AUM Growth
-$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$2.68M
3
+$2.41M
4
UNP icon
Union Pacific
UNP
+$2.07M
5
JPM icon
JPMorgan Chase
JPM
+$2.06M

Top Sells

1
+$5.53M
2
+$4.44M
3
+$2.57M
4
ORCL icon
Oracle
ORCL
+$1.69M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.64M

Sector Composition

1 Healthcare 17.52%
2 Technology 17.25%
3 Energy 15.36%
4 Industrials 13.57%
5 Financials 12.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-8,300
127
– –
-152,000
128
– –
-4,341
129
– –
-18,000
130
– –
-5,225
131
– –
-3,705
132
– –
-4,545
133
– –
-13,454
134
– –
-6,613
135
– –
-6,400
136
– –
-1,347
137
– –
-4,127
138
– –
-2,835
139
– –
-5,124
140
– –
-2,542
141
– –
-3,500
142
– –
-5,380
143
– –
-8,998
144
– –
-7,932
145
– –
-6,300
146
– –
-5,574
147
– –
-5,200
148
– –
-2,090
149
– –
-2,595
150
– –
-3,700
3 4 5
6
7