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
$348M
AUM Growth
-$55.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$308K
3
+$304K
4
TGT icon
Target
TGT
+$270K
5
JNJ icon
Johnson & Johnson
JNJ
+$260K

Top Sells

1
+$682K
2
+$587K
3
+$394K
4
ABBV icon
AbbVie
ABBV
+$316K
5
APD icon
Air Products & Chemicals
APD
+$297K

Sector Composition

1 Technology 19.12%
2 Healthcare 17.91%
3 Consumer Staples 13.24%
4 Industrials 11.39%
5 Financials 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$461K 0.13%
5,131
127
$454K 0.13%
8,352
+220
128
$452K 0.13%
2,700
129
$451K 0.13%
5,908
-3,217
130
$430K 0.12%
4,525
131
$424K 0.12%
7,660
132
$414K 0.12%
4,617
+1
133
$399K 0.11%
11,160
+250
134
$393K 0.11%
10,038
+473
135
$367K 0.11%
3,971
+1,053
136
$367K 0.11%
1,002
+310
137
$365K 0.11%
4,635
138
$362K 0.1%
3,600
-1,200
139
$360K 0.1%
2,062
+1
140
$357K 0.1%
1,795
141
$357K 0.1%
7,253
142
$337K 0.1%
1,320
+500
143
$331K 0.1%
4,151
144
$328K 0.09%
4,325
145
$320K 0.09%
1,859
-18
146
$320K 0.09%
1,428
147
$318K 0.09%
3,427
+37
148
$315K 0.09%
5,095
149
$308K 0.09%
+1,000
150
$296K 0.09%
6,945
-98
4 5
6
7 8