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
176
$160K 0.06%
4,356
-667
177
$160K 0.06%
1,005
-450
178
$150K 0.06%
+2,675
179
$146K 0.05%
+4,200
180
$144K 0.05%
7,580
-1,900
181
$143K 0.05%
+700
182
$143K 0.05%
+2,900
183
$141K 0.05%
+1,445
184
$141K 0.05%
920
-28
185
$130K 0.05%
+810
186
$129K 0.05%
12,375
187
$129K 0.05%
8,540
-1,300
188
$128K 0.05%
+1,875
189
$128K 0.05%
+512
190
$126K 0.05%
+3,500
191
$125K 0.05%
+3,200
192
$125K 0.05%
+1,500
193
$124K 0.05%
+9,440
194
$124K 0.05%
+665
195
$123K 0.05%
+1,260
196
$122K 0.04%
+4,220
197
$121K 0.04%
+2,808
198
$121K 0.04%
+1,240
199
$121K 0.04%
+1,771
200
$120K 0.04%
+1,800
6 7
8
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