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
$429M
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$1.06M
3
+$977K
4
ASML icon
ASML
ASML
+$411K
5
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$347K

Top Sells

1
+$1.91M
2
+$1.51M
3
+$992K
4
NVDA icon
NVIDIA
NVDA
+$770K
5
IBM icon
IBM
IBM
+$735K

Sector Composition

1 Technology 22.05%
2 Healthcare 16.94%
3 Consumer Staples 12.6%
4 Industrials 11.95%
5 Financials 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.62M 0.38%
5,318
-49
77
$1.61M 0.38%
26,000
+2,350
78
$1.58M 0.37%
29,400
-9,470
79
$1.57M 0.37%
21,962
-650
80
$1.5M 0.35%
15,018
-810
81
$1.5M 0.35%
6,075
-150
82
$1.49M 0.35%
8,156
83
$1.46M 0.34%
23,477
-215
84
$1.45M 0.34%
3,644
-295
85
$1.42M 0.33%
16,527
-1,689
86
$1.38M 0.32%
26,598
-985
87
$1.37M 0.32%
27,650
-100
88
$1.23M 0.29%
10,435
-865
89
$1.21M 0.28%
12,725
+600
90
$1.19M 0.28%
17,409
-100
91
$1.18M 0.28%
7,621
+291
92
$1.15M 0.27%
20,275
-360
93
$1.12M 0.26%
18,963
-139
94
$1.1M 0.26%
4,774
-96
95
$1.06M 0.25%
+22,160
96
$1.06M 0.25%
12,140
-12
97
$1.03M 0.24%
21,735
-200
98
$1.03M 0.24%
55,300
-6,514
99
$1.01M 0.24%
23,225
-575
100
$992K 0.23%
26,510
+2,300
2 3
4
5 6