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
$296M
AUM Growth
+$78.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$6.67M
2
+$4.81M
3
+$3.41M
4
LLL
L3 Technologies, Inc.
LLL
+$2.51M
5
APA icon
APA Corp
APA
+$2.25M

Top Sells

1
+$1.83M
2
+$618K
3
+$473K
4
CCJ icon
Cameco
CCJ
+$379K
5
AAPL icon
Apple
AAPL
+$339K

Sector Composition

1 Healthcare 17.19%
2 Technology 16.52%
3 Energy 13.66%
4 Industrials 12.26%
5 Financials 10.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$376K 0.13%
+3,903
127
$371K 0.13%
+4,875
128
$366K 0.12%
+4,050
129
$363K 0.12%
+1,590
130
$342K 0.12%
+4,750
131
$338K 0.11%
+2,395
132
$335K 0.11%
+7,816
133
$331K 0.11%
+2,909
134
$330K 0.11%
+7,677
135
$319K 0.11%
+3,550
136
$315K 0.11%
+2,770
137
$312K 0.11%
+5,200
138
$309K 0.1%
10,476
139
$304K 0.1%
+8,626
140
$297K 0.1%
+4,228
141
$280K 0.09%
+3,507
142
$278K 0.09%
+4,125
143
$278K 0.09%
+1,455
144
$275K 0.09%
+4,281
145
$266K 0.09%
+11,270
146
$265K 0.09%
+2,689
147
$264K 0.09%
+1,000
148
$263K 0.09%
+948
149
$242K 0.08%
14,650
150
$239K 0.08%
+668
3 4 5
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