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
$355M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.34M
3
+$2.21M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.36M
5
TGT icon
Target
TGT
+$878K

Top Sells

1
+$3.27M
2
+$2.56M
3
+$1.35M
4
WEC icon
WEC Energy
WEC
+$633K
5
KO icon
Coca-Cola
KO
+$575K

Sector Composition

1 Technology 20.12%
2 Healthcare 17.29%
3 Consumer Staples 12.97%
4 Industrials 11.83%
5 Financials 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.33M 0.37%
4,355
77
$1.31M 0.37%
33,332
-5,623
78
$1.29M 0.36%
7,015
+330
79
$1.29M 0.36%
6,907
80
$1.27M 0.36%
27,250
81
$1.27M 0.36%
34,947
-91
82
$1.26M 0.36%
20,950
+1,400
83
$1.25M 0.35%
19,131
84
$1.25M 0.35%
3,903
+7
85
$1.18M 0.33%
4,870
86
$1.17M 0.33%
6,225
-117
87
$1.13M 0.32%
22,035
+200
88
$1.1M 0.31%
17,659
89
$1.06M 0.3%
20,420
-260
90
$1.01M 0.28%
8,395
91
$938K 0.26%
24,210
+1,100
92
$933K 0.26%
18,855
-2,800
93
$921K 0.26%
11,702
94
$916K 0.26%
10,325
95
$899K 0.25%
2,524
96
$886K 0.25%
5,165
97
$877K 0.25%
9,845
+2,845
98
$868K 0.24%
12,366
+84
99
$867K 0.24%
11,215
100
$833K 0.23%
+6,360
2 3
4
5 6