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
$313M
AUM Growth
+$7.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$1.05M
3
+$987K
4
DOW icon
Dow Inc
DOW
+$579K
5
DIS icon
Walt Disney
DIS
+$462K

Top Sells

1
+$1.67M
2
+$517K
3
+$504K
4
DD icon
DuPont de Nemours
DD
+$429K
5
MSFT icon
Microsoft
MSFT
+$419K

Sector Composition

1 Healthcare 16.49%
2 Technology 16.09%
3 Consumer Staples 13.37%
4 Industrials 12.39%
5 Financials 12.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.15M 1.32%
76,640
-680
27
$4.11M 1.31%
22,220
+18
28
$3.98M 1.27%
27,423
-389
29
$3.71M 1.18%
32,291
-510
30
$3.61M 1.15%
72,158
+5,408
31
$3.44M 1.1%
26,263
32
$3.43M 1.09%
34,373
-390
33
$3.21M 1.03%
21,314
+280
34
$3.21M 1.02%
43,867
-599
35
$3.17M 1.01%
15,790
-345
36
$3.07M 0.98%
36,555
37
$2.84M 0.91%
34,720
-395
38
$2.81M 0.9%
79,490
+8,105
39
$2.76M 0.88%
38,000
+1,315
40
$2.68M 0.86%
29,363
-3,406
41
$2.64M 0.84%
28,345
-2,073
42
$2.47M 0.79%
11,893
43
$2.43M 0.78%
27,532
-250
44
$2.28M 0.73%
7,773
+35
45
$2.27M 0.72%
44,572
+5,100
46
$2.21M 0.7%
33,050
+90
47
$2.08M 0.66%
44,060
-95
48
$2.04M 0.65%
28,433
-441
49
$2.01M 0.64%
79,584
+1
50
$1.95M 0.62%
14,805
-45
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2
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