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
+$300K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$652K
3
+$429K
4
GEV icon
GE Vernova
GEV
+$388K
5
PANW icon
Palo Alto Networks
PANW
+$293K

Top Sells

1
+$1.52M
2
+$1.37M
3
+$1.2M
4
NVDA icon
NVIDIA
NVDA
+$528K
5
STAG icon
STAG Industrial
STAG
+$470K

Sector Composition

1 Technology 23.92%
2 Healthcare 14.88%
3 Industrials 11.88%
4 Consumer Staples 10.48%
5 Financials 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.86M 0.44%
56,400
-9,115
52
$1.8M 0.42%
7,641
-200
53
$1.8M 0.42%
7,551
54
$1.8M 0.42%
17,950
-198
55
$1.76M 0.41%
24,875
-16,968
56
$1.74M 0.41%
6,275
57
$1.73M 0.41%
18,734
+620
58
$1.72M 0.4%
6,751
-1,349
59
$1.64M 0.38%
24,585
+380
60
$1.62M 0.38%
22,507
61
$1.58M 0.37%
15,470
-3,180
62
$1.54M 0.36%
15,862
-849
63
$1.53M 0.36%
15,264
+3
64
$1.49M 0.35%
11,506
-10,634
65
$1.48M 0.35%
5,926
-500
66
$1.46M 0.34%
9,191
-2,325
67
$1.44M 0.34%
4,193
-9
68
$1.44M 0.34%
9,737
-78
69
$1.44M 0.34%
3,003
-10
70
$1.41M 0.33%
39,031
-13,025
71
$1.32M 0.31%
24,365
-480
72
$1.27M 0.3%
16,421
73
$1.25M 0.29%
6,283
74
$1.21M 0.28%
26,486
75
$1.2M 0.28%
16,500
1 2
3
4 5