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
$340M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$443K
2
+$404K
3
+$312K
4
ADM icon
Archer Daniels Midland
ADM
+$301K
5
STT icon
State Street
STT
+$248K

Top Sells

1
+$483K
2
+$441K
3
+$211K
4
MSFT icon
Microsoft
MSFT
+$209K
5
EL icon
Estee Lauder
EL
+$185K

Sector Composition

1 Technology 17.42%
2 Healthcare 16.53%
3 Consumer Staples 13.36%
4 Industrials 12.77%
5 Financials 12.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.16M 0.63%
33,637
+4,865
52
$1.95M 0.57%
22,591
-80
53
$1.85M 0.54%
14,449
-42
54
$1.8M 0.53%
17,768
-1,350
55
$1.78M 0.52%
25,868
-700
56
$1.72M 0.51%
6,600
-300
57
$1.71M 0.5%
27,907
+200
58
$1.71M 0.5%
42,621
-545
59
$1.61M 0.47%
43,377
-101
60
$1.51M 0.44%
6,910
-115
61
$1.5M 0.44%
11,715
-40
62
$1.47M 0.43%
26,650
-300
63
$1.45M 0.43%
9,845
-200
64
$1.37M 0.4%
21,514
65
$1.3M 0.38%
19,460
-360
66
$1.24M 0.36%
10,165
67
$1.23M 0.36%
15,720
-1,490
68
$1.2M 0.35%
21,546
-431
69
$1.19M 0.35%
6,972
-58
70
$1.18M 0.35%
13,752
71
$1.15M 0.34%
9,202
-100
72
$1.14M 0.33%
3,515
+111
73
$1.14M 0.33%
22,735
+500
74
$1.13M 0.33%
12,289
-175
75
$1.09M 0.32%
8,307
1 2
3
4 5