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
$366M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$416K
2
+$388K
3
+$365K
4
NEM icon
Newmont
NEM
+$355K
5
COST icon
Costco
COST
+$317K

Top Sells

1
+$959K
2
+$660K
3
+$418K
4
GE icon
GE Aerospace
GE
+$275K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$251K

Sector Composition

1 Technology 19.98%
2 Healthcare 16.35%
3 Consumer Staples 12.81%
4 Industrials 11.85%
5 Financials 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.23M 1.16%
17,358
-120
27
$4.21M 1.15%
18,409
-420
28
$4.04M 1.1%
21,130
+105
29
$3.94M 1.08%
50,272
-235
30
$3.88M 1.06%
6,732
-118
31
$3.88M 1.06%
15,739
+30
32
$3.81M 1.04%
45,806
-655
33
$3.67M 1%
36,274
+2,911
34
$3.65M 1%
131,430
-960
35
$3.52M 0.96%
56,672
+2,325
36
$3.26M 0.89%
16,764
+581
37
$3.25M 0.89%
51,222
-350
38
$3.25M 0.89%
22,165
-235
39
$3.04M 0.83%
4,463
-105
40
$3M 0.82%
82,918
+3,185
41
$2.79M 0.76%
36,154
+100
42
$2.67M 0.73%
16,129
-108
43
$2.51M 0.69%
4,425
44
$2.43M 0.66%
24,300
-356
45
$2.42M 0.66%
85,254
+4,188
46
$2.4M 0.65%
52,003
-2,613
47
$2.35M 0.64%
15,283
-162
48
$2.31M 0.63%
12,762
+960
49
$2.28M 0.62%
8,160
-26
50
$2.22M 0.61%
25,462
-951
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2
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