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
$429M
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$1.06M
3
+$977K
4
ASML icon
ASML
ASML
+$411K
5
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$347K

Top Sells

1
+$1.91M
2
+$1.51M
3
+$992K
4
NVDA icon
NVIDIA
NVDA
+$770K
5
IBM icon
IBM
IBM
+$735K

Sector Composition

1 Technology 22.05%
2 Healthcare 16.94%
3 Consumer Staples 12.6%
4 Industrials 11.95%
5 Financials 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.64M 0.62%
15,848
-160
52
$2.61M 0.61%
18,060
-500
53
$2.49M 0.58%
28,494
+3,375
54
$2.46M 0.57%
9,183
55
$2.35M 0.55%
16,325
-650
56
$2.34M 0.55%
8,025
+62
57
$2.33M 0.54%
27,175
-530
58
$2.33M 0.54%
25,134
-60
59
$2.3M 0.54%
17,234
-5,498
60
$2.23M 0.52%
17,176
-360
61
$2.12M 0.5%
35,952
+1,000
62
$2.03M 0.47%
26,740
-720
63
$1.92M 0.45%
12,201
+65
64
$1.92M 0.45%
18,252
+125
65
$1.91M 0.45%
6,907
66
$1.9M 0.44%
5,136
+572
67
$1.87M 0.44%
4,499
-69
68
$1.86M 0.43%
21,828
-1,600
69
$1.84M 0.43%
4,425
70
$1.74M 0.41%
6,838
+665
71
$1.74M 0.41%
16,934
-18,624
72
$1.72M 0.4%
65,334
-396
73
$1.72M 0.4%
3,600
-157
74
$1.67M 0.39%
42,344
+7,550
75
$1.64M 0.38%
22,340
1 2
3
4 5