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
$355M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.34M
3
+$2.21M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.36M
5
TGT icon
Target
TGT
+$878K

Top Sells

1
+$3.27M
2
+$2.56M
3
+$1.35M
4
WEC icon
WEC Energy
WEC
+$633K
5
KO icon
Coca-Cola
KO
+$575K

Sector Composition

1 Technology 20.12%
2 Healthcare 17.29%
3 Consumer Staples 12.97%
4 Industrials 11.83%
5 Financials 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.11M 1.16%
34,285
27
$3.95M 1.11%
44,297
+435
28
$3.92M 1.1%
53,280
+1,526
29
$3.89M 1.1%
14,934
+490
30
$3.78M 1.06%
78,990
+1,470
31
$3.68M 1.04%
69,872
-10,915
32
$3.61M 1.02%
56,428
-51,136
33
$3.54M 1%
105,016
+2,820
34
$3.32M 0.93%
38,032
+75
35
$3.3M 0.93%
27,080
-1,670
36
$3.27M 0.92%
23,152
+80
37
$3.23M 0.91%
42,780
+29,284
38
$3.21M 0.9%
7,028
+330
39
$3.19M 0.9%
21,295
+2,565
40
$3.17M 0.89%
47,882
+2,122
41
$3.06M 0.86%
30,023
+3,172
42
$2.99M 0.84%
43,685
+40,007
43
$2.87M 0.81%
18,144
-310
44
$2.79M 0.78%
21,884
+83
45
$2.78M 0.78%
14,024
+4,434
46
$2.75M 0.77%
54,259
+5,435
47
$2.65M 0.75%
29,347
+124
48
$2.48M 0.7%
29,385
-400
49
$2.43M 0.68%
14,128
+1,308
50
$2.34M 0.66%
+4,425
1
2
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