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
$254M
AUM Growth
-$85.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$289K
3
+$279K
4
BTI icon
British American Tobacco
BTI
+$205K
5
PFE icon
Pfizer
PFE
+$177K

Top Sells

1
+$1.3M
2
+$1.01M
3
+$1M
4
RTX icon
RTX Corp
RTX
+$795K
5
CB icon
Chubb
CB
+$776K

Sector Composition

1 Technology 20.47%
2 Healthcare 17.57%
3 Consumer Staples 15.02%
4 Industrials 11.78%
5 Financials 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.55M 0.61%
27,735
-5,902
52
$1.53M 0.6%
11,675
-5,525
53
$1.52M 0.6%
49,090
+5,713
54
$1.5M 0.59%
31,499
-1,301
55
$1.5M 0.59%
27,907
56
$1.46M 0.57%
17,598
-170
57
$1.3M 0.51%
6,960
+50
58
$1.19M 0.47%
14,505
+1,650
59
$1.17M 0.46%
176,720
60
$1.15M 0.45%
21,184
-330
61
$1.12M 0.44%
19,260
-200
62
$1.07M 0.42%
12,159
-130
63
$1.06M 0.42%
7,370
+1,930
64
$983K 0.39%
14,120
-1,600
65
$961K 0.38%
6,927
-1,380
66
$960K 0.38%
7,022
+50
67
$938K 0.37%
12,535
-17,390
68
$905K 0.36%
9,730
-1,985
69
$903K 0.36%
3,495
-20
70
$883K 0.35%
22,835
+100
71
$878K 0.35%
14,596
-700
72
$871K 0.34%
4,918
73
$807K 0.32%
4,238
-145
74
$802K 0.32%
6,536
+185
75
$767K 0.3%
19,372
-2,174
1 2
3
4 5