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
$391M
AUM Growth
-$434K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.64M
3
+$1.52M
4
PANW icon
Palo Alto Networks
PANW
+$1.24M
5
ILMN icon
Illumina
ILMN
+$1.15M

Top Sells

1
+$1.83M
2
+$1.35M
3
+$781K
4
MSFT icon
Microsoft
MSFT
+$488K
5
AAPL icon
Apple
AAPL
+$380K

Sector Composition

1 Technology 20.95%
2 Healthcare 17.99%
3 Consumer Staples 12.48%
4 Industrials 10.98%
5 Financials 10.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.5M 0.38%
34,952
+100
77
$1.5M 0.38%
4,568
+1
78
$1.49M 0.38%
27,583
+2,173
79
$1.41M 0.36%
3,939
-2
80
$1.4M 0.36%
23,692
-380
81
$1.39M 0.36%
22,612
-100
82
$1.38M 0.35%
5,367
+70
83
$1.35M 0.35%
34,794
+4,400
84
$1.33M 0.34%
27,750
-700
85
$1.28M 0.33%
23,650
+2,200
86
$1.26M 0.32%
61,814
-3,306
87
$1.25M 0.32%
6,225
88
$1.24M 0.32%
7,330
+75
89
$1.23M 0.31%
19,102
-9
90
$1.09M 0.28%
20,635
+35
91
$1.08M 0.28%
17,509
-150
92
$1.06M 0.27%
23,800
-1,252
93
$1.05M 0.27%
8,156
-2,670
94
$1.02M 0.26%
5,169
95
$999K 0.26%
12,125
+800
96
$998K 0.26%
21,935
-100
97
$979K 0.25%
12,152
-120
98
$979K 0.25%
10,325
99
$975K 0.25%
4,870
100
$921K 0.24%
11,734
2 3
4
5 6