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
$290M
AUM Growth
+$36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$1.84M
3
+$1.82M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.54M
5
NEM icon
Newmont
NEM
+$781K

Top Sells

1
+$2M
2
+$1.53M
3
+$1.44M
4
DIS icon
Walt Disney
DIS
+$1.43M
5
AMZN icon
Amazon
AMZN
+$1.39M

Sector Composition

1 Technology 21.77%
2 Healthcare 17.54%
3 Consumer Staples 13.37%
4 Industrials 11.7%
5 Financials 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$914K 0.31%
4,870
-48
77
$857K 0.3%
21,835
-1,000
78
$828K 0.29%
13,796
-800
79
$824K 0.28%
4,856
+812
80
$822K 0.28%
7,370
-12,840
81
$798K 0.27%
13,919
-50
82
$781K 0.27%
+12,650
83
$776K 0.27%
2,624
-225
84
$770K 0.27%
18,662
+900
85
$768K 0.26%
6,215
86
$759K 0.26%
+21,980
87
$731K 0.25%
20,555
-910
88
$727K 0.25%
8,530
89
$723K 0.25%
10,325
90
$719K 0.25%
3,475
-100
91
$714K 0.25%
18,390
+1,950
92
$709K 0.24%
28,075
-54,595
93
$683K 0.24%
1,635
94
$657K 0.23%
19,311
-61
95
$650K 0.22%
15,045
-250
96
$648K 0.22%
11,852
-1,700
97
$629K 0.22%
4,514
-10
98
$625K 0.22%
4,825
99
$598K 0.21%
14,980
100
$596K 0.21%
11,215
-512
2 3
4
5 6