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
$403M
AUM Growth
-$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$964K
3
+$912K
4
ILMN icon
Illumina
ILMN
+$896K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$713K

Top Sells

1
+$2.14M
2
+$1.5M
3
+$1.4M
4
NTLA icon
Intellia Therapeutics
NTLA
+$1.23M
5
AAPL icon
Apple
AAPL
+$1.22M

Sector Composition

1 Technology 20.42%
2 Healthcare 16.83%
3 Consumer Staples 12.39%
4 Industrials 12.02%
5 Financials 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.63M 0.65%
12,968
-155
52
$2.47M 0.61%
65,934
+600
53
$2.39M 0.59%
23,034
-2,100
54
$2.39M 0.59%
17,100
-960
55
$2.24M 0.56%
17,249
+15
56
$2.07M 0.51%
7,951
-74
57
$2.07M 0.51%
26,000
58
$2.05M 0.51%
8,296
-887
59
$1.99M 0.5%
4,425
60
$1.98M 0.49%
6,907
61
$1.95M 0.48%
17,477
-775
62
$1.94M 0.48%
14,408
-1,440
63
$1.91M 0.47%
24,589
-2,586
64
$1.9M 0.47%
16,135
-1,041
65
$1.87M 0.47%
4,129
+529
66
$1.86M 0.46%
35,907
-45
67
$1.69M 0.42%
25,490
+3,150
68
$1.69M 0.42%
22,218
+390
69
$1.68M 0.42%
22,977
-500
70
$1.68M 0.42%
15,321
-1,004
71
$1.65M 0.41%
26,280
-460
72
$1.61M 0.4%
16,212
-315
73
$1.54M 0.38%
30,318
+3,720
74
$1.54M 0.38%
15,515
-1,419
75
$1.52M 0.38%
29,400
1 2
3
4 5