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
$333M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.41M
3
+$561K
4
APD icon
Air Products & Chemicals
APD
+$467K
5
NEM icon
Newmont
NEM
+$359K

Top Sells

1
+$1.74M
2
+$1.44M
3
+$1.31M
4
AMZN icon
Amazon
AMZN
+$1.13M
5
TPL icon
Texas Pacific Land
TPL
+$768K

Sector Composition

1 Technology 21.26%
2 Healthcare 17.99%
3 Consumer Staples 13.5%
4 Industrials 11.61%
5 Financials 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.04M 1.21%
22,174
-2,595
27
$3.93M 1.18%
14,924
-1,040
28
$3.93M 1.18%
33,581
+1,368
29
$3.87M 1.16%
26,453
30
$3.75M 1.13%
34,285
-215
31
$3.74M 1.12%
18,364
-622
32
$3.57M 1.07%
102,196
+360
33
$3.42M 1.03%
23,072
-1,608
34
$3.31M 0.99%
37,957
-1,945
35
$3.27M 0.98%
14,444
-700
36
$3.21M 0.96%
69,676
-4,324
37
$3.13M 0.94%
45,760
-2,880
38
$3.12M 0.94%
6,698
+165
39
$2.87M 0.86%
18,730
+1,020
40
$2.84M 0.85%
18,454
-1,101
41
$2.82M 0.85%
26,851
+2,560
42
$2.77M 0.83%
77,520
+2,330
43
$2.62M 0.79%
21,801
+1,342
44
$2.56M 0.77%
7,224
-920
45
$2.48M 0.74%
26,265
-298
46
$2.39M 0.72%
29,785
-2,200
47
$2.35M 0.71%
29,223
-1,040
48
$2.27M 0.68%
16,038
-263
49
$2.26M 0.68%
173,120
+2,200
50
$2.09M 0.63%
22,806
-2,150
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