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
$416M
AUM Growth
-$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.4M
3
+$1.02M
4
EG icon
Everest Group
EG
+$761K
5
LEU icon
Centrus Energy
LEU
+$716K

Top Sells

1
+$1.43M
2
+$970K
3
+$886K
4
OTIS icon
Otis Worldwide
OTIS
+$860K
5
COST icon
Costco
COST
+$744K

Sector Composition

1 Technology 24.67%
2 Financials 12.16%
3 Healthcare 11.16%
4 Industrials 11.04%
5 Consumer Staples 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.97M 0.47%
20,227
52
$1.95M 0.47%
6,720
-30
53
$1.92M 0.46%
9,145
+255
54
$1.91M 0.46%
17,772
-193
55
$1.79M 0.43%
900
-315
56
$1.76M 0.42%
13,601
-1,851
57
$1.65M 0.4%
14,265
+40
58
$1.62M 0.39%
4,162
+19
59
$1.53M 0.37%
2,993
+5
60
$1.52M 0.37%
28,355
-1,731
61
$1.44M 0.35%
60,650
-20,550
62
$1.43M 0.34%
8,583
-458
63
$1.4M 0.34%
6,092
+84
64
$1.39M 0.34%
2,869
+510
65
$1.37M 0.33%
18,006
-5,287
66
$1.33M 0.32%
16,121
-300
67
$1.3M 0.31%
9,622
-115
68
$1.25M 0.3%
20,001
-2,116
69
$1.24M 0.3%
22,730
-1,595
70
$1.24M 0.3%
7,616
-10
71
$1.23M 0.3%
16,000
72
$1.2M 0.29%
7,226
73
$1.2M 0.29%
3,578
-12
74
$1.19M 0.29%
4,016
-10
75
$1.19M 0.29%
4,691
-145
1 2
3
4 5