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
$314M
AUM Growth
-$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$257K
3
+$219K
4
ROK icon
Rockwell Automation
ROK
+$215K
5
WM icon
Waste Management
WM
+$208K

Top Sells

1
+$1.09M
2
+$665K
3
+$595K
4
LLY icon
Eli Lilly
LLY
+$593K
5
AAPL icon
Apple
AAPL
+$493K

Sector Composition

1 Technology 18.84%
2 Healthcare 17.18%
3 Consumer Staples 13.04%
4 Industrials 11.05%
5 Financials 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.89M 0.6%
8,196
52
$1.84M 0.59%
15,583
-835
53
$1.83M 0.58%
15,424
-1,825
54
$1.82M 0.58%
70,482
-4,804
55
$1.67M 0.53%
23,460
+350
56
$1.64M 0.52%
25,159
-820
57
$1.64M 0.52%
5,073
-1,834
58
$1.64M 0.52%
17,001
+1
59
$1.61M 0.51%
132,340
-2,900
60
$1.6M 0.51%
6,976
-507
61
$1.59M 0.51%
17,089
-538
62
$1.57M 0.5%
30,106
+4,207
63
$1.53M 0.49%
4,271
+142
64
$1.52M 0.48%
21,660
-267
65
$1.41M 0.45%
6,226
+108
66
$1.34M 0.43%
16,401
+62
67
$1.34M 0.43%
31,861
+6,116
68
$1.32M 0.42%
4,774
69
$1.3M 0.41%
15,769
-30
70
$1.29M 0.41%
23,939
-510
71
$1.25M 0.4%
4,524
+15
72
$1.17M 0.37%
14,062
+17
73
$1.15M 0.37%
26,291
-9,300
74
$1.14M 0.36%
7,045
+406
75
$1.12M 0.36%
24,005
-2,557
1 2
3
4 5