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
$380M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$481K
3
+$250K
4
EQNR icon
Equinor
EQNR
+$232K
5
LRCX icon
Lam Research
LRCX
+$210K

Top Sells

1
+$725K
2
+$551K
3
+$508K
4
TGT icon
Target
TGT
+$450K
5
NVO icon
Novo Nordisk
NVO
+$395K

Sector Composition

1 Technology 21.81%
2 Healthcare 15.53%
3 Industrials 12.03%
4 Consumer Staples 11.99%
5 Financials 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.45M 1.17%
18,089
-320
27
$4.29M 1.13%
20,670
-460
28
$4.25M 1.12%
16,978
-380
29
$4.24M 1.12%
50,037
-235
30
$4.05M 1.07%
18,241
-254
31
$3.97M 1.05%
36,460
+186
32
$3.91M 1.03%
44,873
-933
33
$3.52M 0.93%
6,740
+8
34
$3.41M 0.9%
56,582
-90
35
$3.25M 0.85%
4,481
+18
36
$3.2M 0.84%
16,616
-148
37
$3.18M 0.84%
51,482
+260
38
$3.12M 0.82%
21,850
-315
39
$3.1M 0.82%
24,240
-60
40
$3.02M 0.8%
15,383
-356
41
$3.01M 0.79%
26,376
+9,944
42
$2.72M 0.72%
93,211
+7,957
43
$2.51M 0.66%
33,774
-2,380
44
$2.46M 0.65%
5,242
+195
45
$2.44M 0.64%
8,160
46
$2.42M 0.64%
35,979
+1,772
47
$2.41M 0.63%
5,400
+469
48
$2.29M 0.6%
74,018
-8,900
49
$2.28M 0.6%
50,040
-1,963
50
$2.24M 0.59%
24,772
-690
1
2
3 4 5