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
$223M
AUM Growth
+$9.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$1.75M
3
+$1.63M
4
PX
Praxair Inc
PX
+$797K
5
CCJ icon
Cameco
CCJ
+$763K

Top Sells

1
+$1.87M
2
+$1.85M
3
+$1.78M
4
TJX icon
TJX Companies
TJX
+$1.54M
5
VMC icon
Vulcan Materials
VMC
+$813K

Sector Composition

1 Healthcare 18.32%
2 Energy 14.85%
3 Technology 14.13%
4 Industrials 12.48%
5 Financials 11.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.17M 4.12%
111,819
-2,480
2
$8.07M 3.62%
209,380
-3,496
3
$7.57M 3.4%
101,556
-1,949
4
$7.42M 3.33%
57,104
-250
5
$5.81M 2.61%
83,315
+1,232
6
$5.52M 2.48%
145,042
-2,428
7
$5.23M 2.35%
41,922
+165
8
$5.12M 2.3%
43,559
+921
9
$5.02M 2.25%
26,890
+275
10
$4.71M 2.12%
44,799
+275
11
$4.68M 2.1%
32,843
+279
12
$4.67M 2.1%
42,398
+400
13
$4.67M 2.1%
25,045
+510
14
$4.63M 2.08%
95,140
+4,860
15
$4.6M 2.07%
39,654
+95
16
$4.6M 2.06%
73,277
-204
17
$4.47M 2.01%
29,917
+351
18
$4.32M 1.94%
31,808
+580
19
$4.12M 1.85%
85,620
+3,120
20
$3.86M 1.73%
26,473
+70
21
$3.84M 1.72%
63,404
+1,134
22
$3.58M 1.61%
69,716
+734
23
$3.41M 1.53%
86,749
+298
24
$3.24M 1.46%
27,977
-15,375
25
$3.08M 1.38%
50,448
-47
1
2 3 4 5