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
$366M
AUM Growth
-$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.3M
3
+$719K
4
OKE icon
Oneok
OKE
+$471K
5
LMT icon
Lockheed Martin
LMT
+$396K

Top Sells

1
+$949K
2
+$758K
3
+$696K
4
MMP
Magellan Midstream Partners, L.P.
MMP
+$672K
5
IRDM icon
Iridium Communications
IRDM
+$466K

Sector Composition

1 Technology 21.13%
2 Healthcare 15.79%
3 Industrials 11.91%
4 Consumer Staples 11.33%
5 Energy 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$488K 0.13%
9,539
127
$455K 0.12%
7,116
128
$450K 0.12%
1,192
-2
129
$428K 0.12%
2,058
-3
130
$426K 0.12%
2,818
-13
131
$423K 0.12%
4,460
-175
132
$401K 0.11%
10,625
-250
133
$390K 0.11%
7,262
-75
134
$387K 0.11%
4,525
135
$381K 0.1%
1,493
136
$371K 0.1%
4,955
-250
137
$361K 0.1%
4,350
-10
138
$359K 0.1%
4,325
139
$344K 0.09%
9,492
140
$338K 0.09%
4,901
-318
141
$335K 0.09%
1,000
142
$334K 0.09%
3,662
143
$327K 0.09%
820
144
$324K 0.09%
925
-50
145
$324K 0.09%
1,610
-264
146
$322K 0.09%
1,849
147
$303K 0.08%
785
148
$298K 0.08%
993
149
$296K 0.08%
6,680
-146
150
$288K 0.08%
2,400
4 5
6
7 8