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
$429M
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$1.06M
3
+$977K
4
ASML icon
ASML
ASML
+$411K
5
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$347K

Top Sells

1
+$1.91M
2
+$1.51M
3
+$992K
4
NVDA icon
NVIDIA
NVDA
+$770K
5
IBM icon
IBM
IBM
+$735K

Sector Composition

1 Technology 22.05%
2 Healthcare 16.94%
3 Consumer Staples 12.6%
4 Industrials 11.95%
5 Financials 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.66M 1.09%
18,870
+21
27
$4.66M 1.09%
48,185
-155
28
$4.55M 1.06%
20,229
-763
29
$4.38M 1.02%
21,209
-535
30
$4.33M 1.01%
147,120
-26,190
31
$4.16M 0.97%
23,950
+85
32
$4.13M 0.96%
40,286
-9,667
33
$4.09M 0.95%
21,656
+40
34
$4.06M 0.95%
52,927
-200
35
$4M 0.93%
52,623
+2,455
36
$3.94M 0.92%
15,494
+3,845
37
$3.78M 0.88%
25,452
-60
38
$3.75M 0.87%
77,801
-268
39
$3.75M 0.87%
+41,232
40
$3.55M 0.83%
15,323
-169
41
$3.48M 0.81%
37,309
+621
42
$3.4M 0.79%
17,604
43
$3.37M 0.79%
56,857
-5,848
44
$3.36M 0.78%
28,691
-1,405
45
$3.24M 0.76%
55,182
+59
46
$3.06M 0.71%
14,665
-150
47
$2.89M 0.67%
13,123
-160
48
$2.8M 0.65%
3,512
+516
49
$2.73M 0.64%
29,317
-30
50
$2.67M 0.62%
51,863
-985
1
2
3 4 5