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
$230M
AUM Growth
+$8.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$709K
2
+$241K
3
+$206K
4
STT icon
State Street
STT
+$202K
5
AMZN icon
Amazon
AMZN
+$200K

Top Sells

1
+$648K
2
+$467K
3
+$236K
4
TGT icon
Target
TGT
+$209K
5
SCG
Scana
SCG
+$205K

Sector Composition

1 Healthcare 16.7%
2 Energy 14.82%
3 Industrials 13.24%
4 Financials 12.57%
5 Technology 12.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.91M 4.32%
120,856
-312
2
$8.22M 3.58%
124,777
-323
3
$7.93M 3.46%
220,848
+1,940
4
$7.26M 3.16%
58,286
+31
5
$6.88M 3%
48,166
+7
6
$6.62M 2.88%
84,717
-336
7
$5.97M 2.6%
55,569
+391
8
$5.88M 2.56%
163,158
+1,026
9
$5.18M 2.26%
48,884
10
$4.72M 2.06%
52,499
11
$4.67M 2.03%
30,589
+1,066
12
$4.66M 2.03%
50,212
+1,490
13
$4.53M 1.98%
33,267
-90
14
$4.47M 1.95%
47,513
-25
15
$4.36M 1.9%
36,387
+1,002
16
$4.32M 1.88%
101,860
+160
17
$4.12M 1.79%
29,424
+83
18
$4.07M 1.78%
45,841
+20
19
$4.06M 1.77%
24,765
-44
20
$4.06M 1.77%
78,319
-49
21
$3.98M 1.74%
81,700
+212
22
$3.81M 1.66%
85,980
+4,520
23
$3.57M 1.56%
86,984
+183
24
$3.56M 1.55%
28,598
+1,040
25
$3.26M 1.42%
61,803
+197
1
2 3 4 5