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
$237M
AUM Growth
+$835K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1 +$2.59M
2 +$2.32M
3 +$403K
4
DHR icon
Danaher
DHR
+$251K
5
CTSH icon
Cognizant
CTSH
+$221K

Top Sells

1 +$1.42M
2 +$868K
3 +$344K
4
AMZN icon
Amazon
AMZN
+$340K
5
NFG icon
National Fuel Gas
NFG
+$280K

Sector Composition

1 Healthcare 17.42%
2 Technology 16.77%
3 Energy 12.57%
4 Financials 12.45%
5 Industrials 11.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$100K 0.04%
14,400
152
-16,660
153
-4,220
154
-5,096
155
-4,572
156
-3,103