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
201
$116K 0.04%
+4,550
202
$116K 0.04%
+2,221
203
$113K 0.04%
+6,262
204
$112K 0.04%
+920
205
$110K 0.04%
+1,035
206
$110K 0.04%
+1,890
207
$109K 0.04%
+831
208
$108K 0.04%
+2,900
209
$106K 0.04%
+625
210
$106K 0.04%
+1,416
211
$103K 0.04%
+1,200
212
$102K 0.04%
+640
213
$102K 0.04%
+2,588
214
$100K 0.04%
+2,613
215
$99K 0.04%
+6,460
216
$97K 0.04%
+945
217
$97K 0.04%
+3,090
218
$96K 0.04%
+1,286
219
$92K 0.03%
690
-1,960
220
$89K 0.03%
+3,555
221
$88K 0.03%
+590
222
$88K 0.03%
+640
223
$87K 0.03%
+3,167
224
$87K 0.03%
+2,286
225
$87K 0.03%
+625
7 8
9
10 11