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
$290M
AUM Growth
+$36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$1.84M
3
+$1.82M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.54M
5
NEM icon
Newmont
NEM
+$781K

Top Sells

1
+$2M
2
+$1.53M
3
+$1.44M
4
DIS icon
Walt Disney
DIS
+$1.43M
5
AMZN icon
Amazon
AMZN
+$1.39M

Sector Composition

1 Technology 21.77%
2 Healthcare 17.54%
3 Consumer Staples 13.37%
4 Industrials 11.7%
5 Financials 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.46M 1.19%
26,495
27
$3.44M 1.19%
16,240
-555
28
$3.39M 1.17%
19,384
-305
29
$3.25M 1.12%
24,548
-400
30
$3.19M 1.1%
25,234
-2,835
31
$3.15M 1.09%
34,500
-400
32
$3.13M 1.08%
40,514
-2,413
33
$2.97M 1.02%
15,759
-6,868
34
$2.93M 1.01%
8,029
+388
35
$2.86M 0.99%
38,965
-1,950
36
$2.81M 0.97%
15,832
+770
37
$2.81M 0.97%
32,585
-700
38
$2.56M 0.88%
23,946
+945
39
$2.49M 0.86%
19,640
+359
40
$2.48M 0.85%
49,065
+36,400
41
$2.4M 0.82%
6,609
-164
42
$2.33M 0.8%
26,663
43
$2.3M 0.79%
+17,905
44
$2.07M 0.71%
17,922
+3,159
45
$2.05M 0.7%
15,223
-10,693
46
$2.01M 0.69%
25,181
-1,616
47
$1.92M 0.66%
84,179
-3,574
48
$1.88M 0.65%
30,263
-1,236
49
$1.85M 0.64%
10,021
-1,717
50
$1.82M 0.63%
+29,563
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