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
$205M
AUM Growth
+$2.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$795K
2
+$474K
3
+$428K
4
WEC icon
WEC Energy
WEC
+$311K
5
CAT icon
Caterpillar
CAT
+$306K

Top Sells

1
+$666K
2
+$602K
3
+$408K
4
HSBC icon
HSBC
HSBC
+$263K
5
AIG icon
American International
AIG
+$216K

Sector Composition

1 Healthcare 18.54%
2 Energy 15.39%
3 Technology 12.07%
4 Industrials 11.96%
5 Financials 11.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.88M 4.83%
113,176
-625
2
$6.85M 3.35%
57,980
+390
3
$6.58M 3.22%
83,698
-188
4
$6.37M 3.11%
44,844
+388
5
$6.34M 3.1%
224,424
-3,156
6
$6.1M 2.98%
105,973
-647
7
$5.55M 2.71%
147,055
-2,893
8
$4.3M 2.1%
41,795
+1,083
9
$4.11M 2.01%
32,697
-815
10
$4.1M 2%
45,672
-171
11
$4.05M 1.98%
24,289
-445
12
$3.93M 1.92%
40,284
-15
13
$3.75M 1.83%
45,351
+285
14
$3.74M 1.83%
29,198
-1,487
15
$3.67M 1.79%
87,580
+1,280
16
$3.62M 1.77%
90,040
-720
17
$3.54M 1.73%
74,297
-64
18
$3.51M 1.72%
31,608
+17
19
$3.47M 1.7%
69,456
-460
20
$3.44M 1.68%
25,273
-49
21
$3.42M 1.67%
38,567
+3,447
22
$3.19M 1.56%
86,968
-2,977
23
$3.07M 1.5%
61,359
+9,468
24
$2.94M 1.44%
19,301
+415
25
$2.86M 1.4%
47,990
1
2 3 4 5