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
$349M
AUM Growth
+$35.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$386K
3
+$335K
4
ICE icon
Intercontinental Exchange
ICE
+$257K
5
ISRG icon
Intuitive Surgical
ISRG
+$251K

Top Sells

1
+$586K
2
+$548K
3
+$271K
4
NVO icon
Novo Nordisk
NVO
+$254K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$239K

Sector Composition

1 Healthcare 17.53%
2 Technology 17.31%
3 Consumer Staples 12.85%
4 Industrials 12.04%
5 Energy 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.17M 0.33%
15,619
-150
77
$1.16M 0.33%
3,766
-32
78
$1.14M 0.33%
22,364
-1,575
79
$1.13M 0.32%
15,805
+30
80
$1.13M 0.32%
28,145
+700
81
$1.08M 0.31%
13,393
-1,616
82
$1.04M 0.3%
10,325
83
$1.04M 0.3%
16,001
-1,400
84
$999K 0.29%
12,160
-50
85
$995K 0.28%
24,470
-689
86
$992K 0.28%
20,500
-475
87
$991K 0.28%
3,723
-35
88
$985K 0.28%
5,009
-82
89
$964K 0.28%
21,085
90
$959K 0.27%
31,419
91
$924K 0.26%
16,700
+600
92
$921K 0.26%
7,935
93
$898K 0.26%
22,798
-4,294
94
$887K 0.25%
11,602
95
$867K 0.25%
2,492
-50
96
$859K 0.25%
16,460
97
$810K 0.23%
8,321
-250
98
$796K 0.23%
7,238
-579
99
$793K 0.23%
1,325
100
$782K 0.22%
3,375
2 3
4
5 6