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
$254M
AUM Growth
-$85.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$289K
3
+$279K
4
BTI icon
British American Tobacco
BTI
+$205K
5
PFE icon
Pfizer
PFE
+$177K

Top Sells

1
+$1.3M
2
+$1.01M
3
+$1M
4
RTX icon
RTX Corp
RTX
+$795K
5
CB icon
Chubb
CB
+$776K

Sector Composition

1 Technology 20.47%
2 Healthcare 17.57%
3 Consumer Staples 15.02%
4 Industrials 11.78%
5 Financials 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.02M 1.19%
26,495
+89
27
$3M 1.18%
30,021
-1,970
28
$3M 1.18%
24,948
-1,425
29
$2.96M 1.16%
38,859
+154
30
$2.9M 1.14%
16,795
-765
31
$2.8M 1.1%
19,689
-1,640
32
$2.79M 1.1%
32,333
-2,190
33
$2.75M 1.08%
42,927
-315
34
$2.75M 1.08%
34,900
-1,530
35
$2.7M 1.06%
33,285
-325
36
$2.59M 1.02%
7,641
+98
37
$2.38M 0.94%
15,062
+1,827
38
$2.26M 0.89%
64,750
-3,709
39
$2.2M 0.86%
26,663
-2,700
40
$2.17M 0.85%
26,797
-755
41
$2.15M 0.85%
19,281
-6,950
42
$2.1M 0.83%
23,001
+410
43
$1.95M 0.77%
20,210
-1,350
44
$1.94M 0.76%
11,738
-191
45
$1.93M 0.76%
87,753
-338
46
$1.92M 0.76%
6,773
-968
47
$1.74M 0.68%
40,915
-2,325
48
$1.71M 0.67%
25,693
-175
49
$1.57M 0.62%
14,763
+314
50
$1.55M 0.61%
82,670
-9,450
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2
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