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
$314M
AUM Growth
+$648K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.46M
3
+$920K
4
WSO icon
Watsco Inc
WSO
+$840K
5
ALC icon
Alcon
ALC
+$763K

Top Sells

1
+$1.5M
2
+$1.46M
3
+$1.36M
4
BIIB icon
Biogen
BIIB
+$855K
5
LLL
L3 Technologies, Inc.
LLL
+$814K

Sector Composition

1 Technology 16.68%
2 Healthcare 15.87%
3 Consumer Staples 13.93%
4 Industrials 12.63%
5 Financials 12.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.02M 1.28%
68,328
27
$3.87M 1.23%
72,598
+440
28
$3.73M 1.19%
29,975
-235
29
$3.7M 1.18%
26,921
-502
30
$3.62M 1.15%
26,413
+150
31
$3.47M 1.1%
34,653
+280
32
$3.38M 1.08%
17,215
-7,629
33
$3.34M 1.06%
21,324
+10
34
$3.24M 1.03%
43,112
-755
35
$3.16M 1.01%
89,235
+9,745
36
$3.05M 0.97%
36,455
-100
37
$3.03M 0.97%
15,660
-130
38
$2.99M 0.95%
34,195
-525
39
$2.88M 0.92%
7,396
+4,680
40
$2.86M 0.91%
37,780
-220
41
$2.75M 0.87%
21,060
+11,195
42
$2.65M 0.85%
27,662
+130
43
$2.55M 0.81%
11,893
44
$2.55M 0.81%
29,363
45
$2.47M 0.79%
45,312
+740
46
$2.45M 0.78%
85,873
+6,289
47
$2.26M 0.72%
7,766
-7
48
$2.2M 0.7%
32,900
-150
49
$2.2M 0.7%
12,985
+4,962
50
$2.07M 0.66%
22,671
1
2
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