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
$403M
AUM Growth
-$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$444K
2
+$412K
3
+$361K
4
SSD icon
Simpson Manufacturing
SSD
+$299K
5
NVDA icon
NVIDIA
NVDA
+$284K

Top Sells

1
+$1.55M
2
+$939K
3
+$865K
4
WM icon
Waste Management
WM
+$590K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$503K

Sector Composition

1 Technology 22.82%
2 Financials 13.52%
3 Healthcare 11.72%
4 Industrials 10.65%
5 Consumer Staples 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2M 0.5%
13,601
52
$1.92M 0.48%
6,281
-1,265
53
$1.89M 0.47%
14,265
54
$1.82M 0.45%
5,812
55
$1.82M 0.45%
987
+87
56
$1.76M 0.44%
43,419
-3,800
57
$1.72M 0.43%
8,583
58
$1.64M 0.41%
61,896
+1,246
59
$1.56M 0.39%
21,347
+1,346
60
$1.51M 0.37%
4,116
-46
61
$1.51M 0.37%
16,401
+280
62
$1.48M 0.37%
22,930
+200
63
$1.44M 0.36%
17,466
-540
64
$1.4M 0.35%
2,993
65
$1.34M 0.33%
18,607
+2,850
66
$1.33M 0.33%
15,300
-700
67
$1.3M 0.32%
8,175
-100
68
$1.27M 0.32%
13,350
+525
69
$1.25M 0.31%
2,801
-68
70
$1.25M 0.31%
20,845
71
$1.24M 0.31%
6,029
-63
72
$1.23M 0.31%
26,005
-2,350
73
$1.2M 0.3%
42,358
+565
74
$1.16M 0.29%
2,118
-3
75
$1.15M 0.28%
37,364
1 2
3
4 5