IIM

Ipswich Investment Management Portfolio holdings

AUM $432M
1-Year Est. Return 20.64%
This Quarter Est. Return
1 Year Est. Return
+20.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$348M
AUM Growth
-$55.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$308K
3
+$304K
4
TGT icon
Target
TGT
+$270K
5
JNJ icon
Johnson & Johnson
JNJ
+$260K

Top Sells

1
+$682K
2
+$587K
3
+$394K
4
ABBV icon
AbbVie
ABBV
+$316K
5
APD icon
Air Products & Chemicals
APD
+$297K

Sector Composition

1 Technology 19.12%
2 Healthcare 17.91%
3 Consumer Staples 13.24%
4 Industrials 11.39%
5 Financials 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$20K 0.01%
12,050
-4,000
177
– –
-5,285
178
– –
-1,568
179
– –
-3,300
180
– –
-1,882
181
– –
-945
182
– –
-1,105
183
– –
-3,390
184
– –
-2,400
185
– –
-1,000
186
– –
-680
187
– –
-1,800
188
– –
-496
189
– –
-627
190
– –
-1,366
191
– –
-4,300
4 5 6 7
8