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
$306M
AUM Growth
+$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
448
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$2.31M
3
+$1.51M
4
ARCC icon
Ares Capital
ARCC
+$903K
5
MSFT icon
Microsoft
MSFT
+$479K

Top Sells

1
+$1.6M
2
+$618K
3
+$216K
4
CVS icon
CVS Health
CVS
+$214K
5
HMN icon
Horace Mann Educators
HMN
+$207K

Sector Composition

1 Healthcare 17.1%
2 Technology 16.19%
3 Consumer Staples 12.99%
4 Industrials 12.4%
5 Financials 11.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.91M 1.28%
22,202
+847
27
$3.78M 1.23%
30,185
-961
28
$3.73M 1.22%
51,705
+20,890
29
$3.49M 1.14%
66,750
+4,154
30
$3.48M 1.14%
32,801
+426
31
$3.26M 1.07%
34,763
+585
32
$3.22M 1.05%
26,263
+1,495
33
$3.17M 1.04%
44,466
-1,219
34
$3.02M 0.99%
21,034
+1,630
35
$2.96M 0.97%
36,685
+3,930
36
$2.92M 0.96%
36,555
+1,230
37
$2.9M 0.95%
30,418
-1,319
38
$2.85M 0.93%
35,115
-220
39
$2.84M 0.93%
+16,135
40
$2.82M 0.92%
32,769
-112
41
$2.5M 0.82%
27,782
-88
42
$2.32M 0.76%
71,385
+71,085
43
$2.26M 0.74%
11,893
+70
44
$2.26M 0.74%
32,960
+1,850
45
$2.12M 0.69%
7,738
+350
46
$2M 0.65%
14,850
+235
47
$1.98M 0.65%
28,874
+366
48
$1.89M 0.62%
79,583
+1
49
$1.88M 0.61%
17,444
50
$1.87M 0.61%
42,981
+1,420
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2
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