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
$258M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$4.46M
2 +$2.44M
3 +$2.35M
4
SAN icon
Banco Santander
SAN
+$2.13M
5
AKAM icon
Akamai
AKAM
+$1.77M

Top Sells

1 +$2.44M
2 +$2.29M
3 +$1.92M
4
KO icon
Coca-Cola
KO
+$1.58M
5
SI
SIEMENS AKTIENGESELLSCHAFT ADS
SI
+$1.15M

Sector Composition

1 Energy 21.72%
2 Industrials 15.63%
3 Healthcare 15.03%
4 Technology 13.43%
5 Financials 11.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-8,480