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
$403M
AUM Growth
-$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$964K
3
+$912K
4
ILMN icon
Illumina
ILMN
+$896K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$713K

Top Sells

1
+$2.14M
2
+$1.5M
3
+$1.4M
4
NTLA icon
Intellia Therapeutics
NTLA
+$1.23M
5
AAPL icon
Apple
AAPL
+$1.22M

Sector Composition

1 Technology 20.42%
2 Healthcare 16.83%
3 Consumer Staples 12.39%
4 Industrials 12.02%
5 Financials 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.47M 1.11%
20,084
-1,125
27
$4.43M 1.1%
53,992
+1,065
28
$4.33M 1.07%
56,223
-737
29
$4.2M 1.04%
7,113
-70
30
$3.97M 0.98%
18,940
+70
31
$3.92M 0.97%
33,089
-200
32
$3.88M 0.96%
54,957
-225
33
$3.84M 0.95%
23,216
+1,560
34
$3.76M 0.93%
17,589
-15
35
$3.69M 0.92%
22,074
-1,876
36
$3.6M 0.89%
76,451
-1,350
37
$3.48M 0.86%
70,260
+18,397
38
$3.47M 0.86%
127,240
-19,880
39
$3.44M 0.85%
55,457
-1,400
40
$3.32M 0.83%
46,586
+5,354
41
$3.31M 0.82%
4,956
+1,444
42
$3.2M 0.79%
37,724
+415
43
$3.18M 0.79%
52,458
-165
44
$3.17M 0.79%
25,452
45
$3.06M 0.76%
14,428
-895
46
$2.9M 0.72%
15,680
+1,015
47
$2.88M 0.71%
16,701
+1,207
48
$2.83M 0.7%
28,897
-420
49
$2.64M 0.66%
7,773
+2,637
50
$2.64M 0.66%
30,094
+1,600
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