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
$391M
AUM Growth
-$434K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.64M
3
+$1.52M
4
PANW icon
Palo Alto Networks
PANW
+$1.24M
5
ILMN icon
Illumina
ILMN
+$1.15M

Top Sells

1
+$1.83M
2
+$1.35M
3
+$781K
4
MSFT icon
Microsoft
MSFT
+$488K
5
AAPL icon
Apple
AAPL
+$380K

Sector Composition

1 Technology 20.95%
2 Healthcare 17.99%
3 Consumer Staples 12.48%
4 Industrials 10.98%
5 Financials 10.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.2M 1.08%
7,358
+142
27
$4.2M 1.07%
38,917
+120
28
$4.17M 1.07%
21,744
+10
29
$3.99M 1.02%
53,127
+1,227
30
$3.95M 1.01%
33,439
-100
31
$3.92M 1%
48,340
+2,571
32
$3.9M 1%
18,849
+40
33
$3.74M 0.96%
25,512
-630
34
$3.74M 0.96%
78,069
+271
35
$3.65M 0.94%
21,616
-19
36
$3.59M 0.92%
173,310
-5,570
37
$3.59M 0.92%
23,865
-40
38
$3.54M 0.91%
15,492
-152
39
$3.31M 0.85%
50,168
+876
40
$3.29M 0.84%
62,705
-14
41
$3.2M 0.82%
55,123
-84
42
$3.15M 0.81%
30,096
-752
43
$3.07M 0.79%
27,460
+410
44
$3.05M 0.78%
17,604
-803
45
$3.02M 0.77%
22,732
+194
46
$2.94M 0.75%
35,558
-1,235
47
$2.88M 0.74%
36,688
-4,450
48
$2.82M 0.72%
52,848
-2,105
49
$2.76M 0.71%
29,347
50
$2.57M 0.66%
14,815
+245
1
2
3 4 5