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
$349M
AUM Growth
+$35.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$386K
3
+$335K
4
ICE icon
Intercontinental Exchange
ICE
+$257K
5
ISRG icon
Intuitive Surgical
ISRG
+$251K

Top Sells

1
+$586K
2
+$548K
3
+$271K
4
NVO icon
Novo Nordisk
NVO
+$254K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$239K

Sector Composition

1 Healthcare 17.53%
2 Technology 17.31%
3 Consumer Staples 12.85%
4 Industrials 12.04%
5 Energy 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.09M 0.6%
15,373
+217
52
$2.02M 0.58%
9,706
+7,158
53
$1.93M 0.55%
132,390
+50
54
$1.86M 0.53%
5,073
55
$1.83M 0.52%
69,367
-1,115
56
$1.83M 0.52%
32,054
+1,948
57
$1.77M 0.51%
19,507
-6,463
58
$1.76M 0.5%
17,109
+20
59
$1.72M 0.49%
24,656
-28
60
$1.68M 0.48%
23,385
-75
61
$1.67M 0.48%
4,357
+86
62
$1.66M 0.48%
21,122
-538
63
$1.66M 0.47%
16,401
64
$1.64M 0.47%
6,973
-3
65
$1.6M 0.46%
13,714
-348
66
$1.56M 0.45%
4,723
-51
67
$1.52M 0.44%
17,136
+135
68
$1.49M 0.43%
6,226
69
$1.47M 0.42%
31,111
-750
70
$1.47M 0.42%
23,605
-400
71
$1.43M 0.41%
4,524
72
$1.34M 0.38%
26,217
-74
73
$1.27M 0.36%
25,851
+3,500
74
$1.24M 0.36%
21,829
75
$1.18M 0.34%
6,785
-260
1 2
3
4 5