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
$432M
AUM Growth
+$4.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$963K
3
+$331K
4
BIPC icon
Brookfield Infrastructure
BIPC
+$245K
5
FTNT icon
Fortinet
FTNT
+$237K

Top Sells

1
+$3.88M
2
+$3.15M
3
+$2.63M
4
ABT icon
Abbott
ABT
+$2.1M
5
STAG icon
STAG Industrial
STAG
+$1.41M

Sector Composition

1 Technology 23.96%
2 Healthcare 13.15%
3 Industrials 11.57%
4 Financials 11.16%
5 Consumer Staples 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.65M 1.31%
61,984
+95
27
$5.08M 1.18%
29,704
+1,094
28
$4.79M 1.11%
16,602
+25
29
$4.67M 1.08%
18,949
-12,795
30
$4.66M 1.08%
5,595
+397
31
$4.35M 1.01%
25,557
+50
32
$4.24M 0.98%
6,849
+3
33
$3.91M 0.91%
4,425
34
$3.81M 0.88%
87,701
+5,650
35
$3.74M 0.87%
4,224
-241
36
$3.55M 0.82%
17,998
-19,650
37
$3.44M 0.8%
15,544
-100
38
$3.36M 0.78%
16,250
+20
39
$3.28M 0.76%
45,678
-2,725
40
$3.12M 0.72%
41,079
+185
41
$3.11M 0.72%
5,395
+204
42
$2.67M 0.62%
15,971
-25
43
$2.66M 0.62%
24,361
44
$2.36M 0.55%
1,215
-100
45
$2.33M 0.54%
20,227
-4
46
$2.27M 0.53%
19,137
-36
47
$2.11M 0.49%
8,890
-420
48
$2.11M 0.49%
15,452
-18
49
$2.09M 0.48%
7,551
50
$2.07M 0.48%
17,965
+15
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2
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