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
$396M
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$832K
2
+$444K
3
+$319K
4
VLTO icon
Veralto
VLTO
+$303K
5
ICE icon
Intercontinental Exchange
ICE
+$239K

Top Sells

1
+$1.17M
2
+$829K
3
+$765K
4
MRNA icon
Moderna
MRNA
+$717K
5
UPS icon
United Parcel Service
UPS
+$498K

Sector Composition

1 Technology 22.79%
2 Healthcare 14.96%
3 Industrials 12.65%
4 Consumer Staples 10.57%
5 Financials 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.27M 1.33%
58,911
+1,669
27
$4.72M 1.19%
50,298
+190
28
$4.39M 1.11%
16,748
-10
29
$4.36M 1.1%
25,665
+256
30
$4.19M 1.06%
59,639
+734
31
$4.01M 1.01%
36,456
32
$3.85M 0.97%
5,089
+106
33
$3.8M 0.96%
16,797
+168
34
$3.74M 0.95%
32,498
-1,692
35
$3.73M 0.94%
25,280
-310
36
$3.59M 0.91%
6,769
+120
37
$3.54M 0.9%
16,884
+317
38
$3.29M 0.83%
55,760
-360
39
$3.08M 0.78%
45,009
-179
40
$3M 0.76%
22,730
-50
41
$2.96M 0.75%
38,899
+2,110
42
$2.91M 0.74%
92,016
43
$2.81M 0.71%
79,565
+23,590
44
$2.76M 0.7%
4,727
-150
45
$2.6M 0.66%
15,867
+178
46
$2.56M 0.65%
68,143
-3,675
47
$2.54M 0.64%
17,251
+1,000
48
$2.46M 0.62%
5,142
-412
49
$2.4M 0.61%
8,100
-60
50
$2.39M 0.6%
24,522
-250
1
2
3 4 5