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
$314M
AUM Growth
+$648K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.46M
3
+$920K
4
WSO icon
Watsco Inc
WSO
+$840K
5
ALC icon
Alcon
ALC
+$763K

Top Sells

1
+$1.5M
2
+$1.46M
3
+$1.36M
4
BIIB icon
Biogen
BIIB
+$855K
5
LLL
L3 Technologies, Inc.
LLL
+$814K

Sector Composition

1 Technology 16.68%
2 Healthcare 15.87%
3 Consumer Staples 13.93%
4 Industrials 12.63%
5 Financials 12.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.02M 0.64%
14,491
-314
52
$1.95M 0.62%
26,568
-1,865
53
$1.8M 0.57%
19,118
54
$1.79M 0.57%
43,725
-335
55
$1.67M 0.53%
27,707
-15
56
$1.63M 0.52%
7,025
-165
57
$1.56M 0.5%
10,045
58
$1.49M 0.48%
6,900
59
$1.48M 0.47%
43,478
60
$1.48M 0.47%
43,166
+465
61
$1.46M 0.46%
28,772
62
$1.4M 0.45%
26,950
+2,000
63
$1.33M 0.42%
21,514
64
$1.26M 0.4%
11,755
+415
65
$1.21M 0.38%
19,820
-260
66
$1.19M 0.38%
12,464
-80
67
$1.17M 0.37%
62,877
-15,500
68
$1.16M 0.37%
10,165
-125
69
$1.14M 0.36%
7,030
-1,055
70
$1.1M 0.35%
9,302
71
$1.1M 0.35%
17,210
72
$1.09M 0.35%
13,752
73
$1.09M 0.35%
19,142
-200
74
$1.02M 0.32%
3,404
-146
75
$979K 0.31%
21,977
-672
1 2
3
4 5