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
$333M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.41M
3
+$561K
4
APD icon
Air Products & Chemicals
APD
+$467K
5
NEM icon
Newmont
NEM
+$359K

Top Sells

1
+$1.74M
2
+$1.44M
3
+$1.31M
4
AMZN icon
Amazon
AMZN
+$1.13M
5
TPL icon
Texas Pacific Land
TPL
+$768K

Sector Composition

1 Technology 21.26%
2 Healthcare 17.99%
3 Consumer Staples 13.5%
4 Industrials 11.61%
5 Financials 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.16M 0.35%
19,320
+3,150
77
$1.16M 0.35%
4,355
-1,812
78
$1.14M 0.34%
27,250
-100
79
$1.12M 0.34%
6,342
-515
80
$1.08M 0.33%
17,659
-1,100
81
$1.06M 0.32%
11,569
-20
82
$1.05M 0.32%
21,655
+6,000
83
$1.04M 0.31%
13,496
-300
84
$1.03M 0.31%
8,395
-105
85
$1.03M 0.31%
19,131
-60
86
$1.01M 0.3%
4,870
87
$951K 0.29%
20,680
+25
88
$901K 0.27%
2,524
-100
89
$895K 0.27%
21,835
90
$870K 0.26%
3,184
+1,708
91
$869K 0.26%
11,702
-150
92
$866K 0.26%
23,110
-380
93
$855K 0.26%
10,325
94
$836K 0.25%
1,635
95
$810K 0.24%
12,282
-527
96
$797K 0.24%
11,215
97
$782K 0.23%
5,165
-1,050
98
$752K 0.23%
3,475
99
$750K 0.23%
20,965
-5,590
100
$748K 0.22%
4,190
-324
2 3
4
5 6