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
$306M
AUM Growth
+$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
448
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$2.31M
3
+$1.51M
4
ARCC icon
Ares Capital
ARCC
+$903K
5
MSFT icon
Microsoft
MSFT
+$479K

Top Sells

1
+$1.6M
2
+$618K
3
+$216K
4
CVS icon
CVS Health
CVS
+$214K
5
HMN icon
Horace Mann Educators
HMN
+$207K

Sector Composition

1 Healthcare 17.1%
2 Technology 16.19%
3 Consumer Staples 12.99%
4 Industrials 12.4%
5 Financials 11.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.85M 0.6%
39,472
+700
52
$1.78M 0.58%
6,900
53
$1.77M 0.58%
44,057
+863
54
$1.68M 0.55%
28,321
+737
55
$1.67M 0.55%
29,132
-570
56
$1.64M 0.54%
22,911
+360
57
$1.63M 0.53%
6,909
+570
58
$1.63M 0.53%
19,299
-555
59
$1.58M 0.52%
44,155
-760
60
$1.45M 0.47%
7,549
-50
61
$1.43M 0.47%
25,750
+700
62
$1.37M 0.45%
28,772
+50
63
$1.35M 0.44%
23,519
64
$1.31M 0.43%
8,189
+1,080
65
$1.25M 0.41%
73,199
+52,689
66
$1.25M 0.41%
25,042
-850
67
$1.19M 0.39%
20,200
+200
68
$1.16M 0.38%
22,409
+410
69
$1.15M 0.38%
10,045
-200
70
$1.08M 0.35%
8,357
-1,325
71
$1.03M 0.34%
10,290
+4,725
72
$1.02M 0.33%
3,586
+55
73
$1.02M 0.33%
9,301
+275
74
$994K 0.32%
12,574
-255
75
$962K 0.31%
10,889
1 2
3
4 5