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
$232M
AUM Growth
-$7.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$3.93M
2
+$2.49M
3
+$1.71M
4
CELG
Celgene Corp
CELG
+$1.23M
5
XOM icon
Exxon Mobil
XOM
+$557K

Top Sells

1
+$4.12M
2
+$1.88M
3
+$1.25M
4
KO icon
Coca-Cola
KO
+$1.04M
5
ORCL icon
Oracle
ORCL
+$1.03M

Sector Composition

1 Energy 21.59%
2 Industrials 16.62%
3 Healthcare 14.59%
4 Technology 13.06%
5 Financials 11.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.4M 5.78%
137,511
+5,705
2
$7.48M 3.22%
76,689
+3,107
3
$6.41M 2.76%
156,368
+1,130
4
$5.89M 2.54%
49,582
-257
5
$5.85M 2.52%
47,164
+2,521
6
$5.73M 2.47%
299,096
+205,296
7
$5.65M 2.43%
74,140
-903
8
$5.35M 2.3%
54,454
-3,710
9
$5.09M 2.19%
54,220
-4,660
10
$5.08M 2.19%
69,528
+2,010
11
$5.08M 2.19%
196,737
+5,815
12
$5M 2.15%
76,134
-863
13
$4.85M 2.09%
65,951
-720
14
$4.78M 2.06%
71,578
+615
15
$4.59M 1.98%
56,976
+1,368
16
$4.57M 1.97%
37,047
-243
17
$4.44M 1.91%
44,834
-2,395
18
$4.37M 1.88%
65,379
+2,990
19
$4.23M 1.82%
117,940
-152
20
$4.12M 1.77%
66,702
-1,170
21
$3.94M 1.7%
101,908
-26,965
22
$3.82M 1.64%
48,444
+2,004
23
$3.81M 1.64%
46,246
-1,852
24
$3.66M 1.57%
126,188
-2,277
25
$3.65M 1.57%
36,714
+851
1
2 3 4 5