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
$312M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$1.61M
3
+$785K
4
QCOM icon
Qualcomm
QCOM
+$381K
5
IBM icon
IBM
IBM
+$295K

Top Sells

1
+$718K
2
+$707K
3
+$630K
4
JPM icon
JPMorgan Chase
JPM
+$418K
5
INTC icon
Intel
INTC
+$392K

Sector Composition

1 Technology 21.57%
2 Healthcare 18.18%
3 Consumer Staples 13.78%
4 Industrials 11.86%
5 Financials 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.69M 1.18%
24,769
-465
27
$3.67M 1.18%
18,986
-398
28
$3.56M 1.14%
49,481
+860
29
$3.54M 1.14%
26,453
-42
30
$3.54M 1.13%
101,836
+65,978
31
$3.53M 1.13%
15,144
-688
32
$3.48M 1.12%
74,000
+2,984
33
$3.44M 1.1%
39,260
-175
34
$3.42M 1.1%
24,680
+132
35
$3.41M 1.09%
15,607
-152
36
$3.12M 1%
8,144
+115
37
$2.88M 0.92%
6,533
-76
38
$2.71M 0.87%
48,640
-425
39
$2.69M 0.86%
24,291
+345
40
$2.63M 0.84%
31,430
-7,535
41
$2.57M 0.82%
31,985
-600
42
$2.57M 0.82%
17,710
-195
43
$2.38M 0.76%
20,459
+2,537
44
$2.31M 0.74%
170,920
-3,600
45
$2.31M 0.74%
26,563
-100
46
$2.27M 0.73%
75,190
+53,210
47
$2.27M 0.73%
19,555
-85
48
$2.21M 0.71%
24,956
-225
49
$2.17M 0.69%
9,871
-150
50
$2.05M 0.66%
16,301
-347
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2
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