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
+$300K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$652K
3
+$429K
4
GEV icon
GE Vernova
GEV
+$388K
5
PANW icon
Palo Alto Networks
PANW
+$293K

Top Sells

1
+$1.52M
2
+$1.37M
3
+$1.2M
4
NVDA icon
NVIDIA
NVDA
+$528K
5
STAG icon
STAG Industrial
STAG
+$470K

Sector Composition

1 Technology 23.92%
2 Healthcare 14.88%
3 Industrials 11.88%
4 Consumer Staples 10.48%
5 Financials 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.65M 1.32%
18,098
-180
27
$5.61M 1.31%
50,956
+38
28
$5.32M 1.24%
5,198
+124
29
$5.05M 1.18%
61,889
+1,185
30
$4.85M 1.14%
28,610
+1,730
31
$4.23M 0.99%
16,577
-220
32
$4.21M 0.98%
25,507
-220
33
$4.04M 0.95%
4,465
-262
34
$3.79M 0.89%
36,459
+3
35
$3.79M 0.89%
6,846
+65
36
$3.52M 0.82%
14,859
-1,739
37
$3.47M 0.81%
16,230
+11
38
$3.25M 0.76%
4,425
39
$3.08M 0.72%
48,403
-857
40
$2.93M 0.69%
15,996
+160
41
$2.84M 0.66%
5,191
+48
42
$2.76M 0.65%
82,051
+1,384
43
$2.71M 0.63%
15,644
-73
44
$2.68M 0.63%
24,361
45
$2.31M 0.54%
40,894
+1,805
46
$2.29M 0.54%
80,200
-13,959
47
$2.15M 0.5%
20,231
+4
48
$2.09M 0.49%
9,310
-675
49
$1.96M 0.46%
1,315
50
$1.87M 0.44%
19,173
-15,571
1
2
3 4 5