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
$396M
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$832K
2
+$444K
3
+$319K
4
VLTO icon
Veralto
VLTO
+$303K
5
ICE icon
Intercontinental Exchange
ICE
+$239K

Top Sells

1
+$1.17M
2
+$829K
3
+$765K
4
MRNA icon
Moderna
MRNA
+$717K
5
UPS icon
United Parcel Service
UPS
+$498K

Sector Composition

1 Technology 22.79%
2 Healthcare 14.96%
3 Industrials 12.65%
4 Consumer Staples 10.57%
5 Financials 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.32M 0.59%
4,425
52
$2.23M 0.56%
15,841
-525
53
$2.1M 0.53%
9,985
-20
54
$2.04M 0.52%
20,227
55
$1.83M 0.46%
36,338
-165
56
$1.76M 0.45%
7,566
57
$1.72M 0.43%
18,770
-1,047
58
$1.7M 0.43%
17,514
+144
59
$1.58M 0.4%
23,405
60
$1.53M 0.39%
1,315
61
$1.51M 0.38%
24,195
+610
62
$1.51M 0.38%
4,368
-117
63
$1.5M 0.38%
6,275
+600
64
$1.49M 0.38%
22,607
-50
65
$1.47M 0.37%
6,341
-385
66
$1.41M 0.36%
9,915
-100
67
$1.38M 0.35%
12,698
-290
68
$1.37M 0.35%
9,380
-3,304
69
$1.35M 0.34%
16,951
+67
70
$1.3M 0.33%
15,436
+149
71
$1.27M 0.32%
25,986
-375
72
$1.26M 0.32%
16,579
+1,215
73
$1.25M 0.32%
3,048
-695
74
$1.24M 0.31%
7,676
-200
75
$1.17M 0.3%
11,516
+125
1 2
3
4 5