IIM

Ipswich Investment Management Portfolio holdings

AUM $432M
1-Year Est. Return 20.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$273M
AUM Growth
-$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$2.05M
3
+$1.53M
4
JNJ icon
Johnson & Johnson
JNJ
+$559K
5
OKE icon
Oneok
OKE
+$484K

Top Sells

1
+$2.51M
2
+$2.34M
3
+$1.93M
4
LLL
L3 Technologies, Inc.
LLL
+$1.64M
5
BNS icon
Scotiabank
BNS
+$1.21M

Sector Composition

1 Healthcare 17.97%
2 Technology 15.42%
3 Consumer Staples 12.64%
4 Industrials 12.39%
5 Energy 11.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$226K 0.08%
1,347
152
$225K 0.08%
+1,192
153
$224K 0.08%
+3,050
154
$216K 0.08%
+1,435
155
$214K 0.08%
3,270
+417
156
$208K 0.08%
2,770
157
$206K 0.08%
1,930
-80
158
$205K 0.08%
635
159
$204K 0.07%
3,460
-47
160
$202K 0.07%
+2,700
161
$192K 0.07%
+1,285
162
$190K 0.07%
14,650
163
$187K 0.07%
+2,698
164
$182K 0.07%
+1,775
165
$181K 0.07%
4,125
166
$179K 0.07%
1,935
167
$179K 0.07%
3,040
-100
168
$178K 0.07%
6,785
-52,240
169
$176K 0.06%
1,343
170
$174K 0.06%
5,326
-74
171
$174K 0.06%
+5,714
172
$172K 0.06%
+100
173
$170K 0.06%
4,429
+1
174
$170K 0.06%
2,695
-90
175
$168K 0.06%
3,578
5 6
7
8 9