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
$273M
AUM Growth
-$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.86M
3
+$1.39M
4
JNJ icon
Johnson & Johnson
JNJ
+$517K
5
HSBC icon
HSBC
HSBC
+$442K

Top Sells

1
+$2.51M
2
+$2.21M
3
+$1.48M
4
APA icon
APA Corp
APA
+$1.37M
5
BNS icon
Scotiabank
BNS
+$1.12M

Sector Composition

1 Healthcare 17.97%
2 Technology 15.42%
3 Consumer Staples 12.64%
4 Industrials 12.39%
5 Energy 11.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$337K 0.12%
+3,100
127
$333K 0.12%
5,418
+3
128
$333K 0.12%
4,500
+950
129
$320K 0.12%
+20,510
130
$315K 0.12%
2,768
-141
131
$309K 0.11%
44,500
-3,000
132
$307K 0.11%
7,677
133
$304K 0.11%
7,816
134
$302K 0.11%
+1,491
135
$302K 0.11%
4,228
136
$297K 0.11%
1,590
137
$292K 0.11%
5,125
+375
138
$291K 0.11%
5,200
139
$291K 0.11%
3,380
140
$285K 0.1%
977
+309
141
$282K 0.1%
4,065
-216
142
$269K 0.1%
+2,699
143
$268K 0.1%
+3,129
144
$264K 0.1%
2,902
+213
145
$261K 0.1%
8,626
146
$258K 0.09%
10,476
147
$249K 0.09%
+13,495
148
$233K 0.09%
1,000
149
$229K 0.08%
1,093
-132
150
$226K 0.08%
+2,400
4 5
6
7 8