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
$239M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$2.63M
2 +$495K
3 +$412K
4
YUM icon
Yum! Brands
YUM
+$234K
5
CTSH icon
Cognizant
CTSH
+$230K

Top Sells

1 +$896K
2 +$562K
3 +$435K
4
NEM icon
Newmont
NEM
+$304K
5
MON
Monsanto Co
MON
+$290K

Sector Composition

1 Energy 20.78%
2 Industrials 15.66%
3 Healthcare 13.01%
4 Financials 12.23%
5 Technology 12.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-10,040