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
$313M
AUM Growth
+$7.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$1.05M
3
+$987K
4
DOW icon
Dow Inc
DOW
+$579K
5
DIS icon
Walt Disney
DIS
+$462K

Top Sells

1
+$1.67M
2
+$517K
3
+$504K
4
DD icon
DuPont de Nemours
DD
+$429K
5
MSFT icon
Microsoft
MSFT
+$419K

Sector Composition

1 Healthcare 16.49%
2 Technology 16.09%
3 Consumer Staples 13.37%
4 Industrials 12.39%
5 Financials 12.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.82M 0.58%
22,671
-240
52
$1.81M 0.58%
6,900
53
$1.79M 0.57%
43,478
-579
54
$1.7M 0.54%
42,701
-280
55
$1.6M 0.51%
19,118
-181
56
$1.58M 0.51%
27,722
-599
57
$1.5M 0.48%
7,190
-359
58
$1.49M 0.47%
+17,210
59
$1.41M 0.45%
78,377
+5,178
60
$1.39M 0.44%
24,950
-800
61
$1.38M 0.44%
9,865
+3,305
62
$1.35M 0.43%
10,045
63
$1.34M 0.43%
8,085
-104
64
$1.31M 0.42%
8,023
+6,398
65
$1.3M 0.42%
28,772
66
$1.19M 0.38%
21,514
-895
67
$1.19M 0.38%
22,649
-2,393
68
$1.15M 0.37%
9,302
+1
69
$1.13M 0.36%
10,290
70
$1.1M 0.35%
4,700
-2,209
71
$1.08M 0.35%
20,080
-120
72
$1.08M 0.35%
22,844
-675
73
$1.05M 0.34%
19,342
+1,350
74
$1.05M 0.33%
3,550
-36
75
$1.05M 0.33%
12,544
-30
1 2
3
4 5