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
$218M
AUM Growth
-$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$2.68M
3
+$2.41M
4
UNP icon
Union Pacific
UNP
+$2.07M
5
JPM icon
JPMorgan Chase
JPM
+$2.06M

Top Sells

1
+$5.53M
2
+$4.44M
3
+$2.57M
4
ORCL icon
Oracle
ORCL
+$1.69M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.64M

Sector Composition

1 Healthcare 17.52%
2 Technology 17.25%
3 Energy 15.36%
4 Industrials 13.57%
5 Financials 12.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12M 5.53%
145,395
+32,386
2
$9.62M 4.42%
97,583
-2,084
3
$9.09M 4.18%
196,460
-6,580
4
$7.55M 3.47%
53,297
+14,584
5
$7.41M 3.41%
61,093
+3,362
6
$7.37M 3.39%
148,213
+2,392
7
$6.15M 2.83%
48,638
+6,096
8
$5.99M 2.75%
45,249
+1,592
9
$5.92M 2.72%
36,482
+109
10
$5M 2.3%
47,967
+19,736
11
$4.69M 2.15%
24,270
-1,109
12
$4.65M 2.14%
34,253
+25
13
$4.53M 2.08%
24,537
-195
14
$4.38M 2.01%
34,501
+566
15
$4.32M 1.99%
31,283
+158
16
$4.28M 1.97%
26,036
+20,451
17
$4.28M 1.97%
61,856
-3,753
18
$4.03M 1.85%
31,816
-1,310
19
$3.87M 1.78%
31,095
+1,085
20
$3.65M 1.68%
62,888
-728
21
$3.63M 1.67%
46,549
+14,475
22
$3.62M 1.66%
81,066
-3,842
23
$3.38M 1.55%
23,471
+4,353
24
$3.35M 1.54%
57,080
+5
25
$3.26M 1.5%
29,529
-485
1
2 3 4 5