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
$210M
AUM Growth
-$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1 +$4.92M
2 +$2.47M
3 +$1.82M
4
SIVB
SVB Financial Group
SIVB
+$1.59M
5
LH icon
Labcorp
LH
+$1.48M

Top Sells

1 +$7.07M
2 +$3.11M
3 +$3.05M
4
MKC icon
McCormick & Company Non-Voting
MKC
+$2.04M
5
DIS icon
Walt Disney
DIS
+$2.01M

Sector Composition

1 Healthcare 18.25%
2 Energy 14.85%
3 Financials 11.96%
4 Industrials 11.07%
5 Consumer Staples 11.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$51K 0.02%
+5,431
227
$50K 0.02%
+350
228
$50K 0.02%
+990
229
$50K 0.02%
+350
230
$49K 0.02%
+1,300
231
$48K 0.02%
+825
232
$48K 0.02%
+3,500
233
$48K 0.02%
+1,000
234
$47K 0.02%
+218
235
$46K 0.02%
+175
236
$46K 0.02%
+400
237
$44K 0.02%
+3,437
238
$44K 0.02%
+5,100
239
$44K 0.02%
+1,650
240
$43K 0.02%
+3,788
241
$43K 0.02%
+500
242
$43K 0.02%
+400
243
$43K 0.02%
+858
244
$43K 0.02%
+1,386
245
$42K 0.02%
+650
246
$41K 0.02%
+400
247
$41K 0.02%
+1,120
248
$40K 0.02%
500
-7,000
249
$39K 0.02%
+967
250
$39K 0.02%
+552