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
$290M
AUM Growth
+$36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$1.84M
3
+$1.82M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.54M
5
NEM icon
Newmont
NEM
+$781K

Top Sells

1
+$2M
2
+$1.53M
3
+$1.44M
4
DIS icon
Walt Disney
DIS
+$1.43M
5
AMZN icon
Amazon
AMZN
+$1.39M

Sector Composition

1 Technology 21.77%
2 Healthcare 17.54%
3 Consumer Staples 13.37%
4 Industrials 11.7%
5 Financials 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.82M 0.63%
10,850
+3,480
52
$1.75M 0.6%
23,890
-1,803
53
$1.66M 0.57%
174,520
-2,200
54
$1.63M 0.56%
16,648
-950
55
$1.62M 0.56%
49,428
-15,322
56
$1.56M 0.54%
6,242
-718
57
$1.54M 0.53%
+11,470
58
$1.53M 0.53%
26,090
-1,645
59
$1.44M 0.49%
26,052
-1,855
60
$1.34M 0.46%
18,980
-280
61
$1.2M 0.41%
17,322
+6,135
62
$1.18M 0.41%
37,918
-11,172
63
$1.17M 0.4%
35,858
+19,000
64
$1.16M 0.4%
9,670
-60
65
$1.16M 0.4%
14,250
+130
66
$1.14M 0.39%
6,927
67
$1.13M 0.39%
14,555
+50
68
$1.07M 0.37%
3,463
-32
69
$1.05M 0.36%
6,682
+146
70
$1.04M 0.36%
7,007
-15
71
$1.02M 0.35%
11,649
-510
72
$1.01M 0.35%
5,100
73
$973K 0.34%
3,928
-310
74
$967K 0.33%
25,150
+4,900
75
$965K 0.33%
18,609
-2,575
1 2
3
4 5