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
$333M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.41M
3
+$561K
4
APD icon
Air Products & Chemicals
APD
+$467K
5
NEM icon
Newmont
NEM
+$359K

Top Sells

1
+$1.74M
2
+$1.44M
3
+$1.31M
4
AMZN icon
Amazon
AMZN
+$1.13M
5
TPL icon
Texas Pacific Land
TPL
+$768K

Sector Composition

1 Technology 21.26%
2 Healthcare 17.99%
3 Consumer Staples 13.5%
4 Industrials 11.61%
5 Financials 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.06M 0.62%
+22,505
52
$2.04M 0.61%
12,820
+1,345
53
$2.03M 0.61%
23,717
+33
54
$2.03M 0.61%
12,773
+395
55
$1.95M 0.58%
15,090
+525
56
$1.92M 0.58%
13,930
+1,160
57
$1.88M 0.56%
8,773
-1,098
58
$1.87M 0.56%
48,824
+36,770
59
$1.69M 0.51%
9,590
-80
60
$1.63M 0.49%
18,640
-300
61
$1.56M 0.47%
17,075
-70
62
$1.55M 0.46%
71,217
-15,563
63
$1.5M 0.45%
9,866
+1,541
64
$1.49M 0.45%
23,961
-2,129
65
$1.4M 0.42%
19,621
-6,811
66
$1.37M 0.41%
38,955
-3,992
67
$1.36M 0.41%
23,206
-2,946
68
$1.32M 0.4%
6,716
+34
69
$1.3M 0.39%
3,460
+14
70
$1.29M 0.39%
35,038
-3,325
71
$1.22M 0.37%
3,896
+8
72
$1.21M 0.36%
6,685
-500
73
$1.2M 0.36%
22,212
+1,100
74
$1.17M 0.35%
19,550
+6,000
75
$1.17M 0.35%
6,907
-20
1 2
3
4 5