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
$340M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$443K
2
+$404K
3
+$312K
4
ADM icon
Archer Daniels Midland
ADM
+$301K
5
STT icon
State Street
STT
+$248K

Top Sells

1
+$483K
2
+$441K
3
+$211K
4
MSFT icon
Microsoft
MSFT
+$209K
5
EL icon
Estee Lauder
EL
+$185K

Sector Composition

1 Technology 17.42%
2 Healthcare 16.53%
3 Consumer Staples 13.36%
4 Industrials 12.77%
5 Financials 12.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.05M 0.31%
18,662
-480
77
$1.04M 0.31%
176,720
+5,880
78
$1.01M 0.3%
4,918
-290
79
$1M 0.29%
53,667
-9,210
80
$998K 0.29%
8,575
-55
81
$992K 0.29%
21,250
82
$980K 0.29%
15,595
+1,800
83
$970K 0.29%
3,250
84
$948K 0.28%
10,786
+50
85
$932K 0.27%
4,383
+95
86
$926K 0.27%
15,296
-100
87
$902K 0.27%
21,915
+1,025
88
$891K 0.26%
10,475
89
$879K 0.26%
4,444
+35
90
$864K 0.25%
6,351
91
$854K 0.25%
10,977
+120
92
$847K 0.25%
15,752
93
$846K 0.25%
12,855
+2,700
94
$795K 0.23%
8,438
95
$787K 0.23%
9,395
-600
96
$773K 0.23%
5,440
+1,225
97
$769K 0.23%
13,589
+500
98
$757K 0.22%
12,395
+435
99
$753K 0.22%
11,727
100
$750K 0.22%
4,524
-300
2 3
4
5 6