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
$340M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$443K
2
+$404K
3
+$312K
4
ADM icon
Archer Daniels Midland
ADM
+$301K
5
STT icon
State Street
STT
+$248K

Top Sells

1
+$483K
2
+$441K
3
+$211K
4
MSFT icon
Microsoft
MSFT
+$209K
5
EL icon
Estee Lauder
EL
+$185K

Sector Composition

1 Technology 17.42%
2 Healthcare 16.53%
3 Consumer Staples 13.36%
4 Industrials 12.77%
5 Financials 12.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.08M 1.2%
26,231
-350
27
$4.04M 1.19%
68,459
+131
28
$4M 1.18%
55,290
+25
29
$3.9M 1.15%
26,406
-515
30
$3.85M 1.13%
34,523
-130
31
$3.83M 1.13%
21,329
+5
32
$3.78M 1.11%
17,200
-15
33
$3.74M 1.1%
92,120
+2,885
34
$3.74M 1.1%
17,560
+1,900
35
$3.6M 1.06%
26,373
-40
36
$3.43M 1.01%
38,705
+925
37
$3.16M 0.93%
36,430
-25
38
$3.12M 0.92%
21,560
+500
39
$3.04M 0.89%
43,242
+130
40
$2.94M 0.86%
7,543
+147
41
$2.81M 0.83%
33,610
-585
42
$2.78M 0.82%
29,363
43
$2.63M 0.77%
43,240
-485
44
$2.6M 0.76%
88,091
+2,218
45
$2.54M 0.75%
45,902
+590
46
$2.52M 0.74%
7,741
-25
47
$2.51M 0.74%
27,552
-110
48
$2.5M 0.74%
32,800
-100
49
$2.38M 0.7%
13,235
+250
50
$2.36M 0.69%
11,929
+36
1
2
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