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
$349M
AUM Growth
+$35.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$386K
3
+$335K
4
ICE icon
Intercontinental Exchange
ICE
+$257K
5
ISRG icon
Intuitive Surgical
ISRG
+$251K

Top Sells

1
+$586K
2
+$548K
3
+$271K
4
NVO icon
Novo Nordisk
NVO
+$254K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$239K

Sector Composition

1 Healthcare 17.53%
2 Technology 17.31%
3 Consumer Staples 12.85%
4 Industrials 12.04%
5 Energy 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.15M 1.19%
49,367
-10
27
$4.14M 1.19%
16,608
+1,547
28
$4.02M 1.15%
50,507
-800
29
$3.9M 1.12%
15,709
-12
30
$3.85M 1.1%
46,461
-555
31
$3.85M 1.1%
17,478
-680
32
$3.77M 1.08%
6,850
-30
33
$3.66M 1.05%
33,363
34
$3.57M 1.02%
16,183
-749
35
$3.46M 0.99%
4,425
36
$3.46M 0.99%
54,347
-500
37
$3.41M 0.98%
22,400
-295
38
$3.39M 0.97%
51,572
-1,960
39
$3.32M 0.95%
79,733
+3,595
40
$3.01M 0.86%
36,054
+55
41
$2.9M 0.83%
81,066
+9,345
42
$2.77M 0.79%
15,445
-138
43
$2.54M 0.73%
26,413
-612
44
$2.5M 0.71%
4,568
+12
45
$2.42M 0.69%
16,237
+84
46
$2.34M 0.67%
23,375
-1,794
47
$2.17M 0.62%
15,379
-45
48
$2.16M 0.62%
8,186
-10
49
$2.12M 0.61%
54,616
+1,030
50
$2.1M 0.6%
11,802
-457
1
2
3 4 5