IIM

Ipswich Investment Management Portfolio holdings

AUM $426M
1-Year Est. Return 24.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$312M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.72M
3
+$806K
4
QCOM icon
Qualcomm
QCOM
+$346K
5
IBM icon
IBM
IBM
+$299K

Top Sells

1
+$717K
2
+$668K
3
+$666K
4
JPM icon
JPMorgan Chase
JPM
+$426K
5
INTC icon
Intel
INTC
+$394K

Sector Composition

1 Technology 21.57%
2 Healthcare 18.18%
3 Consumer Staples 13.78%
4 Industrials 11.86%
5 Financials 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.98M 0.64%
30,263
52
$1.91M 0.61%
11,475
+625
53
$1.87M 0.6%
86,780
+2,601
54
$1.83M 0.59%
23,684
-206
55
$1.72M 0.55%
12,770
+1,300
56
$1.71M 0.55%
6,167
-75
57
$1.7M 0.55%
12,378
-2,845
58
$1.63M 0.52%
14,565
+315
59
$1.57M 0.5%
26,090
60
$1.56M 0.5%
26,152
+100
61
$1.52M 0.49%
9,670
62
$1.52M 0.49%
26,432
-3,131
63
$1.39M 0.45%
18,940
-40
64
$1.37M 0.44%
17,145
-177
65
$1.34M 0.43%
38,363
+445
66
$1.28M 0.41%
6,682
67
$1.16M 0.37%
3,446
-17
68
$1.12M 0.36%
11,589
-60
69
$1.08M 0.35%
42,947
-6,481
70
$1.08M 0.35%
3,888
-40
71
$1.02M 0.33%
6,927
72
$1.02M 0.33%
18,759
+150
73
$980K 0.31%
8,325
+3,240
74
$971K 0.31%
16,170
+1,615
75
$957K 0.31%
13,796
1 2
3
4 5