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
$355M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.34M
3
+$2.21M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.36M
5
TGT icon
Target
TGT
+$878K

Top Sells

1
+$3.27M
2
+$2.56M
3
+$1.35M
4
WEC icon
WEC Energy
WEC
+$633K
5
KO icon
Coca-Cola
KO
+$575K

Sector Composition

1 Technology 20.12%
2 Healthcare 17.29%
3 Consumer Staples 12.97%
4 Industrials 11.83%
5 Financials 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.34M 0.66%
175,280
+2,160
52
$2.29M 0.65%
15,031
-59
53
$2.2M 0.62%
25,689
-576
54
$2.17M 0.61%
16,293
+255
55
$2.14M 0.6%
13,008
+235
56
$2.02M 0.57%
25,750
+3,245
57
$2M 0.56%
8,940
+167
58
$1.97M 0.55%
19,020
+380
59
$1.9M 0.54%
24,157
+440
60
$1.77M 0.5%
13,620
-310
61
$1.76M 0.5%
39,464
-30,212
62
$1.74M 0.49%
18,002
-4,804
63
$1.52M 0.43%
11,467
+1,601
64
$1.51M 0.43%
23,961
65
$1.5M 0.42%
65,649
-5,568
66
$1.47M 0.41%
10,996
+5,750
67
$1.46M 0.41%
7,335
+619
68
$1.45M 0.41%
17,385
+310
69
$1.44M 0.4%
18,567
-1,054
70
$1.41M 0.4%
24,231
+1,025
71
$1.39M 0.39%
22,212
72
$1.39M 0.39%
3,488
+28
73
$1.38M 0.39%
20,070
+750
74
$1.36M 0.38%
4,845
+1,661
75
$1.36M 0.38%
+6,320
1 2
3
4 5