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
326
$11K 0.01%
+479
327
$11K 0.01%
+112
328
$10K ﹤0.01%
+330
329
$10K ﹤0.01%
+120
330
$10K ﹤0.01%
+391
331
$9K ﹤0.01%
+500
332
$9K ﹤0.01%
+200
333
$9K ﹤0.01%
+100
334
$9K ﹤0.01%
+300
335
$9K ﹤0.01%
+240
336
$8K ﹤0.01%
+100
337
$8K ﹤0.01%
+350
338
$8K ﹤0.01%
+96
339
$8K ﹤0.01%
+70
340
$8K ﹤0.01%
+100
341
$8K ﹤0.01%
+800
342
$7K ﹤0.01%
+1,300
343
$7K ﹤0.01%
+400
344
$7K ﹤0.01%
+150
345
$7K ﹤0.01%
+1,060
346
$7K ﹤0.01%
+1,400
347
$7K ﹤0.01%
+611
348
$7K ﹤0.01%
+200
349
$6K ﹤0.01%
+100
350
$6K ﹤0.01%
+700