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
$312M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$1.61M
3
+$785K
4
QCOM icon
Qualcomm
QCOM
+$381K
5
IBM icon
IBM
IBM
+$295K

Top Sells

1
+$718K
2
+$707K
3
+$630K
4
JPM icon
JPMorgan Chase
JPM
+$418K
5
INTC icon
Intel
INTC
+$392K

Sector Composition

1 Technology 21.57%
2 Healthcare 18.18%
3 Consumer Staples 13.78%
4 Industrials 11.86%
5 Financials 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$956K 0.31%
6,857
-150
77
$938K 0.3%
27,350
+2,200
78
$892K 0.29%
7,185
-185
79
$887K 0.28%
2,624
80
$876K 0.28%
21,112
+2,450
81
$860K 0.28%
13,550
+900
82
$849K 0.27%
23,490
+5,100
83
$844K 0.27%
21,835
84
$825K 0.26%
4,870
85
$797K 0.26%
6,215
86
$793K 0.25%
8,500
-30
87
$785K 0.25%
+15,655
88
$774K 0.25%
10,325
89
$768K 0.25%
5,100
90
$766K 0.25%
20,655
+100
91
$737K 0.24%
11,852
92
$732K 0.23%
4,514
93
$729K 0.23%
12,809
-1,110
94
$712K 0.23%
3,475
95
$695K 0.22%
1,635
96
$692K 0.22%
4,825
97
$673K 0.22%
14,480
-500
98
$671K 0.22%
26,555
-1,520
99
$663K 0.21%
7,722
+250
100
$663K 0.21%
3,906
-950
2 3
4
5 6