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
$427M
AUM Growth
+$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$893K
3
+$688K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$442K
5
RCL icon
Royal Caribbean
RCL
+$296K

Top Sells

1
+$2.15M
2
+$1.82M
3
+$1.31M
4
JNJ icon
Johnson & Johnson
JNJ
+$577K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$561K

Sector Composition

1 Technology 21.84%
2 Healthcare 15.42%
3 Industrials 12.56%
4 Consumer Staples 10.69%
5 Financials 10.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.2M 0.51%
65,515
-2,628
52
$2.13M 0.5%
9,985
53
$2M 0.47%
52,056
+29,010
54
$1.96M 0.46%
20,227
55
$1.89M 0.44%
7,551
-15
56
$1.85M 0.43%
6,275
57
$1.76M 0.41%
18,148
+634
58
$1.74M 0.41%
9,815
-100
59
$1.73M 0.41%
18,114
+1,535
60
$1.69M 0.4%
24,845
+650
61
$1.67M 0.39%
24,205
+800
62
$1.65M 0.39%
18,650
-120
63
$1.64M 0.38%
1,315
64
$1.62M 0.38%
7,841
+165
65
$1.61M 0.38%
11,516
66
$1.61M 0.38%
4,202
-166
67
$1.6M 0.38%
6,426
+85
68
$1.6M 0.37%
36,238
-100
69
$1.51M 0.35%
22,507
-100
70
$1.5M 0.35%
16,711
-240
71
$1.49M 0.35%
15,261
-175
72
$1.37M 0.32%
26,486
+500
73
$1.34M 0.31%
3,013
-35
74
$1.29M 0.3%
7,156
-10,095
75
$1.2M 0.28%
37,264
+4,800
1 2
3
4 5