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
$222M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$3.86M
2
+$2.34M
3
+$1.79M
4
AMZN icon
Amazon
AMZN
+$884K
5
CVS icon
CVS Health
CVS
+$498K

Top Sells

1
+$3.77M
2
+$2.05M
3
+$1.45M
4
NOC icon
Northrop Grumman
NOC
+$946K
5
CAM
CAMERON INTERNATIONAL CORPORATION
CAM
+$539K

Sector Composition

1 Healthcare 18.81%
2 Energy 15.51%
3 Financials 13.31%
4 Technology 12.38%
5 Industrials 11.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.76M 4.4%
125,196
-452
2
$7.19M 3.24%
129,560
-7,388
3
$7.07M 3.19%
268,776
+3,200
4
$6.58M 2.97%
44,109
+2,307
5
$6.29M 2.84%
182,669
-1,572
6
$6.09M 2.75%
59,270
-3,082
7
$5.05M 2.28%
56,134
+1,229
8
$4.98M 2.24%
64,538
+1,144
9
$4.88M 2.2%
114,078
+10,470
10
$4.64M 2.09%
66,515
-4,265
11
$4.52M 2.04%
38,649
-20
12
$4.23M 1.91%
53,312
-290
13
$4.19M 1.89%
25,830
+421
14
$3.98M 1.79%
33,052
-885
15
$3.88M 1.75%
49,629
+425
16
$3.86M 1.74%
+99,200
17
$3.78M 1.71%
48,785
+4,480
18
$3.77M 1.7%
113,496
-650
19
$3.72M 1.68%
60,045
+455
20
$3.66M 1.65%
29,406
+1,250
21
$3.45M 1.55%
34,055
+1,390
22
$3.44M 1.55%
28,740
+2,215
23
$3.39M 1.53%
56,108
-5,259
24
$3.33M 1.5%
87,210
-3,804
25
$3.3M 1.49%
49,600
1
2 3 4 5