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
$314M
AUM Growth
-$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$257K
3
+$219K
4
ROK icon
Rockwell Automation
ROK
+$215K
5
WM icon
Waste Management
WM
+$208K

Top Sells

1
+$1.09M
2
+$665K
3
+$595K
4
LLY icon
Eli Lilly
LLY
+$593K
5
AAPL icon
Apple
AAPL
+$493K

Sector Composition

1 Technology 18.84%
2 Healthcare 17.18%
3 Consumer Staples 13.04%
4 Industrials 11.05%
5 Financials 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.52M 1.12%
55,222
-1,344
27
$3.49M 1.11%
6,880
-212
28
$3.39M 1.08%
15,721
-1,016
29
$3.35M 1.07%
47,016
-2,599
30
$3.28M 1.04%
18,158
-181
31
$3.24M 1.03%
76,138
-859
32
$3.23M 1.03%
33,363
+250
33
$3.19M 1.01%
51,307
-698
34
$3.17M 1.01%
19,317
-1,070
35
$3.08M 0.98%
16,932
-619
36
$3.07M 0.98%
54,847
-300
37
$2.95M 0.94%
22,695
-550
38
$2.82M 0.9%
35,999
-1,560
39
$2.74M 0.87%
53,532
-614
40
$2.62M 0.83%
4,425
41
$2.4M 0.76%
16,153
-185
42
$2.38M 0.76%
71,721
+4,787
43
$2.33M 0.74%
25,169
-47
44
$2.19M 0.7%
15,156
-302
45
$2.18M 0.69%
+53,586
46
$2.08M 0.66%
12,259
-470
47
$2.02M 0.64%
24,684
-330
48
$1.98M 0.63%
27,025
-1,908
49
$1.97M 0.63%
25,970
-2,068
50
$1.89M 0.6%
4,556
-248
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2
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