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
$314M
AUM Growth
-$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$257K
3
+$219K
4
ROK icon
Rockwell Automation
ROK
+$215K
5
WM icon
Waste Management
WM
+$208K

Top Sells

1
+$1.09M
2
+$665K
3
+$595K
4
LLY icon
Eli Lilly
LLY
+$593K
5
AAPL icon
Apple
AAPL
+$493K

Sector Composition

1 Technology 18.84%
2 Healthcare 17.18%
3 Consumer Staples 13.04%
4 Industrials 11.05%
5 Financials 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.1M 0.35%
17,401
+570
77
$1.09M 0.35%
21,829
-644
78
$1.07M 0.34%
15,775
-400
79
$1.07M 0.34%
15,009
-484
80
$1.06M 0.34%
22,351
+863
81
$1.03M 0.33%
27,092
-2,843
82
$1M 0.32%
3,758
83
$995K 0.32%
31,419
-10,250
84
$974K 0.31%
27,445
-172
85
$945K 0.3%
5,091
-1,121
86
$920K 0.29%
20,975
-100
87
$894K 0.28%
12,210
-171
88
$884K 0.28%
3,798
+221
89
$883K 0.28%
7,817
-386
90
$857K 0.27%
10,325
91
$851K 0.27%
21,085
-502
92
$820K 0.26%
11,602
93
$747K 0.24%
9,305
-140
94
$746K 0.24%
7,912
+556
95
$744K 0.24%
3,375
96
$728K 0.23%
8,304
-206
97
$723K 0.23%
2,542
+90
98
$702K 0.22%
8,571
-4,280
99
$686K 0.22%
16,100
100
$682K 0.22%
4,739
-230
2 3
4
5 6