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
$380M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$481K
3
+$250K
4
EQNR icon
Equinor
EQNR
+$232K
5
LRCX icon
Lam Research
LRCX
+$210K

Top Sells

1
+$725K
2
+$551K
3
+$508K
4
TGT icon
Target
TGT
+$450K
5
NVO icon
Novo Nordisk
NVO
+$395K

Sector Composition

1 Technology 21.81%
2 Healthcare 15.53%
3 Industrials 12.03%
4 Consumer Staples 11.99%
5 Financials 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.23M 0.59%
12,854
+92
52
$2.11M 0.55%
15,739
+110
53
$2.04M 0.54%
16,886
-300
54
$1.99M 0.52%
10,155
+157
55
$1.98M 0.52%
19,607
-1,400
56
$1.94M 0.51%
4,425
57
$1.82M 0.48%
21,790
-60
58
$1.8M 0.47%
14,813
-470
59
$1.79M 0.47%
15,751
-220
60
$1.68M 0.44%
12,720
-3,409
61
$1.66M 0.44%
7,566
+90
62
$1.64M 0.43%
38,350
63
$1.57M 0.41%
17,549
+90
64
$1.54M 0.41%
7,246
+240
65
$1.5M 0.39%
15,287
+186
66
$1.48M 0.39%
23,145
67
$1.47M 0.39%
19,059
-1,423
68
$1.45M 0.38%
15,369
-80
69
$1.45M 0.38%
13,128
-536
70
$1.4M 0.37%
3,793
71
$1.39M 0.37%
4,487
+23
72
$1.37M 0.36%
22,657
-432
73
$1.35M 0.36%
23,405
74
$1.32M 0.35%
23,585
-440
75
$1.32M 0.35%
26,361
+1,000
1 2
3
4 5