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
$258M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$2.44M
3
+$2.35M
4
SAN icon
Banco Santander
SAN
+$2.13M
5
AKAM icon
Akamai
AKAM
+$1.77M

Top Sells

1
+$2.44M
2
+$2.29M
3
+$1.92M
4
KO icon
Coca-Cola
KO
+$1.58M
5
SI
SIEMENS AKTIENGESELLSCHAFT ADS
SI
+$1.15M

Sector Composition

1 Energy 21.72%
2 Industrials 15.63%
3 Healthcare 15.03%
4 Technology 13.43%
5 Financials 11.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.8M 5.34%
136,863
-648
2
$9.16M 3.55%
77,682
+993
3
$7.07M 2.74%
304,268
+5,172
4
$6.45M 2.5%
154,641
-1,727
5
$6.39M 2.47%
48,925
-657
6
$6.21M 2.41%
201,026
+4,289
7
$6.07M 2.35%
74,782
+642
8
$5.99M 2.32%
47,514
+350
9
$5.91M 2.29%
71,784
+2,256
10
$5.89M 2.28%
81,647
+5,513
11
$5.81M 2.25%
55,577
+1,123
12
$5.72M 2.22%
57,356
+3,136
13
$5.19M 2.01%
71,418
+5,467
14
$4.82M 1.87%
72,618
+1,040
15
$4.75M 1.84%
45,814
+980
16
$4.56M 1.77%
67,322
+620
17
$4.46M 1.73%
+37,896
18
$4.44M 1.72%
56,443
-533
19
$4.43M 1.72%
37,452
+405
20
$4.37M 1.69%
65,370
-9
21
$4.31M 1.67%
120,394
+2,454
22
$4.07M 1.58%
34,846
+1,236
23
$4.01M 1.55%
128,342
+2,154
24
$3.99M 1.54%
47,231
+985
25
$3.95M 1.53%
49,879
+1,435
1
2 3 4 5