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
$237M
AUM Growth
+$835K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$2.32M
3
+$403K
4
DHR icon
Danaher
DHR
+$251K
5
CTSH icon
Cognizant
CTSH
+$221K

Top Sells

1
+$1.42M
2
+$868K
3
+$344K
4
AMZN icon
Amazon
AMZN
+$340K
5
NFG icon
National Fuel Gas
NFG
+$280K

Sector Composition

1 Healthcare 17.42%
2 Technology 16.77%
3 Energy 12.57%
4 Financials 12.45%
5 Industrials 11.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.1M 3.84%
99,667
+199
2
$8.52M 3.59%
203,040
+256
3
$8.43M 3.56%
113,009
+1,550
4
$7.59M 3.2%
145,821
+3,598
5
$7.4M 3.12%
57,731
+1,336
6
$5.69M 2.4%
36,373
+185
7
$5.53M 2.33%
76,380
-4,700
8
$5.48M 2.31%
25,379
-747
9
$5.22M 2.2%
43,657
+353
10
$5.2M 2.2%
38,713
-551
11
$5.04M 2.13%
34,228
-5,889
12
$4.85M 2.05%
42,542
+296
13
$4.73M 2%
72,717
+39
14
$4.64M 1.96%
33,935
+1,217
15
$4.5M 1.9%
33,126
-220
16
$4.44M 1.87%
85,560
-5,000
17
$4.31M 1.82%
31,125
-563
18
$4.22M 1.78%
24,732
+177
19
$4.19M 1.77%
65,609
+1,185
20
$3.63M 1.53%
84,908
-1,144
21
$3.38M 1.43%
63,616
-2,838
22
$3.16M 1.33%
30,010
+199
23
$3.12M 1.32%
30,014
+750
24
$3.1M 1.31%
28,231
+522
25
$2.91M 1.23%
44,926
-21,930
1
2 3 4 5