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
$366M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$416K
2
+$388K
3
+$365K
4
NEM icon
Newmont
NEM
+$355K
5
COST icon
Costco
COST
+$317K

Top Sells

1
+$959K
2
+$660K
3
+$418K
4
GE icon
GE Aerospace
GE
+$275K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$251K

Sector Composition

1 Technology 19.98%
2 Healthcare 16.35%
3 Consumer Staples 12.81%
4 Industrials 11.85%
5 Financials 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.2M 0.6%
16,432
+1,059
52
$2.18M 0.6%
34,207
+2,153
53
$2.05M 0.56%
15,629
+250
54
$2.03M 0.55%
4,931
+574
55
$1.96M 0.54%
9,998
+292
56
$1.93M 0.53%
21,007
+1,500
57
$1.92M 0.52%
21,850
-1,525
58
$1.88M 0.51%
38,350
+7,239
59
$1.79M 0.49%
17,186
+50
60
$1.73M 0.47%
5,047
-26
61
$1.68M 0.46%
17,459
+350
62
$1.68M 0.46%
13,664
-50
63
$1.66M 0.46%
7,476
+1,250
64
$1.6M 0.44%
23,145
-240
65
$1.57M 0.43%
7,006
+33
66
$1.57M 0.43%
15,971
-30
67
$1.54M 0.42%
20,482
-640
68
$1.48M 0.4%
15,101
-1,300
69
$1.38M 0.38%
23,405
-200
70
$1.34M 0.37%
6,904
+119
71
$1.33M 0.36%
23,089
+1,260
72
$1.32M 0.36%
4,464
-60
73
$1.31M 0.36%
40,001
-29,366
74
$1.28M 0.35%
15,449
-170
75
$1.28M 0.35%
25,361
-490
1 2
3
4 5