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
$391M
AUM Growth
-$434K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.64M
3
+$1.52M
4
PANW icon
Palo Alto Networks
PANW
+$1.24M
5
ILMN icon
Illumina
ILMN
+$1.15M

Top Sells

1
+$1.83M
2
+$1.35M
3
+$781K
4
MSFT icon
Microsoft
MSFT
+$488K
5
AAPL icon
Apple
AAPL
+$380K

Sector Composition

1 Technology 20.95%
2 Healthcare 17.99%
3 Consumer Staples 12.48%
4 Industrials 10.98%
5 Financials 10.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.56M 0.66%
13,283
+100
52
$2.47M 0.63%
18,560
-300
53
$2.33M 0.6%
16,008
-145
54
$2.23M 0.57%
2,996
+891
55
$2.23M 0.57%
27,705
-1,160
56
$2.21M 0.57%
9,183
57
$2.15M 0.55%
7,963
+23
58
$2.12M 0.54%
38,870
+29,970
59
$2.05M 0.53%
25,119
-500
60
$2.01M 0.51%
25,194
+15,594
61
$1.99M 0.51%
17,536
+145
62
$1.98M 0.51%
15,828
+180
63
$1.8M 0.46%
4,564
+2,915
64
$1.78M 0.46%
4,425
65
$1.77M 0.45%
23,428
-1,068
66
$1.77M 0.45%
18,127
+125
67
$1.75M 0.45%
16,975
-1,620
68
$1.68M 0.43%
65,730
+4,003
69
$1.67M 0.43%
+6,173
70
$1.62M 0.41%
3,757
+220
71
$1.6M 0.41%
6,907
72
$1.58M 0.41%
22,340
+800
73
$1.57M 0.4%
18,216
-161
74
$1.56M 0.4%
12,136
+340
75
$1.52M 0.39%
+11,300
1 2
3
4 5