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
151
$288K 0.08%
1,900
152
$286K 0.08%
1,000
153
$282K 0.08%
2,495
-200
154
$278K 0.08%
950
155
$274K 0.07%
5,500
-2,000
156
$273K 0.07%
14,025
157
$266K 0.07%
2,320
158
$256K 0.07%
6,703
-350
159
$248K 0.07%
1,596
+145
160
$237K 0.06%
3,390
161
$235K 0.06%
1,520
162
$234K 0.06%
2,868
-100
163
$234K 0.06%
535
164
$231K 0.06%
1,265
165
$231K 0.06%
1,908
-40
166
$230K 0.06%
3,375
167
$227K 0.06%
7,440
168
$226K 0.06%
3,325
169
$225K 0.06%
1,800
170
$225K 0.06%
2,871
-1,135
171
$221K 0.06%
5,401
172
$220K 0.06%
1,984
173
$219K 0.06%
800
174
$218K 0.06%
1,635
-1,827
175
$214K 0.06%
5,850
4 5 6
7
8