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
$403M
AUM Growth
-$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$444K
2
+$412K
3
+$361K
4
SSD icon
Simpson Manufacturing
SSD
+$299K
5
NVDA icon
NVIDIA
NVDA
+$284K

Top Sells

1
+$1.55M
2
+$939K
3
+$865K
4
WM icon
Waste Management
WM
+$590K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$503K

Sector Composition

1 Technology 22.82%
2 Financials 13.52%
3 Healthcare 11.72%
4 Industrials 10.65%
5 Consumer Staples 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.16M 1.28%
16,566
-210
27
$5.1M 1.27%
49,451
-840
28
$4.99M 1.24%
71,825
+2,545
29
$4.39M 1.09%
48,920
-2,858
30
$3.61M 0.89%
14,502
-250
31
$3.6M 0.89%
5,427
-237
32
$3.57M 0.89%
23,818
-1,709
33
$3.29M 0.82%
15,532
-725
34
$3.21M 0.8%
6,445
-4
35
$3.19M 0.79%
88,087
-763
36
$3.15M 0.78%
3,815
-395
37
$3.1M 0.77%
5,522
+2
38
$3.03M 0.75%
14,463
-2,335
39
$2.97M 0.74%
41,518
-2,000
40
$2.68M 0.66%
5,518
+510
41
$2.62M 0.65%
42,739
+260
42
$2.54M 0.63%
10,731
-6,567
43
$2.46M 0.61%
15,752
+505
44
$2.35M 0.58%
14,990
+1,902
45
$2.34M 0.58%
21,311
46
$2.33M 0.58%
56,609
-1,360
47
$2.19M 0.54%
17,987
+215
48
$2.17M 0.54%
19,462
-765
49
$2.13M 0.53%
16,046
-2,015
50
$2.03M 0.5%
6,505
-215
1
2
3 4 5