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
$427M
AUM Growth
+$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$893K
3
+$688K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$442K
5
RCL icon
Royal Caribbean
RCL
+$296K

Top Sells

1
+$2.15M
2
+$1.82M
3
+$1.31M
4
JNJ icon
Johnson & Johnson
JNJ
+$577K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$561K

Sector Composition

1 Technology 21.84%
2 Healthcare 15.42%
3 Industrials 12.56%
4 Consumer Staples 10.69%
5 Financials 10.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.2M 1.22%
18,278
-80
27
$5.16M 1.21%
50,918
+620
28
$4.92M 1.15%
5,074
-15
29
$4.87M 1.14%
60,704
+1,065
30
$4.5M 1.05%
25,727
+62
31
$4.45M 1.04%
16,598
-150
32
$4.35M 1.02%
16,797
33
$4.14M 0.97%
36,456
34
$3.94M 0.92%
6,781
+12
35
$3.82M 0.89%
26,880
+1,600
36
$3.68M 0.86%
4,727
37
$3.68M 0.86%
34,744
+2,246
38
$3.33M 0.78%
16,219
-665
39
$3.21M 0.75%
41,843
-3,166
40
$3.01M 0.71%
49,260
-6,500
41
$3M 0.7%
15,717
-150
42
$2.91M 0.68%
80,667
+1,102
43
$2.76M 0.65%
24,361
-161
44
$2.71M 0.63%
22,140
-590
45
$2.7M 0.63%
5,143
+1
46
$2.56M 0.6%
4,425
47
$2.55M 0.6%
39,089
+190
48
$2.55M 0.6%
94,159
+2,143
49
$2.41M 0.56%
15,836
-5
50
$2.28M 0.53%
8,100
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