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
$366M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$416K
2
+$388K
3
+$365K
4
NEM icon
Newmont
NEM
+$355K
5
COST icon
Costco
COST
+$317K

Top Sells

1
+$959K
2
+$660K
3
+$418K
4
GE icon
GE Aerospace
GE
+$275K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$251K

Sector Composition

1 Technology 19.98%
2 Healthcare 16.35%
3 Consumer Staples 12.81%
4 Industrials 11.85%
5 Financials 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.22M 0.33%
3,793
+70
77
$1.21M 0.33%
4,723
78
$1.13M 0.31%
16,305
+500
79
$1.1M 0.3%
3,826
+60
80
$1.1M 0.3%
4,855
-154
81
$1.09M 0.3%
24,025
-445
82
$1.07M 0.29%
12,093
-1,300
83
$1.06M 0.29%
25,967
-250
84
$1.04M 0.29%
20,875
+375
85
$1.01M 0.28%
32,344
+925
86
$1M 0.27%
12,160
87
$1M 0.27%
10,325
88
$988K 0.27%
28,145
89
$980K 0.27%
12,850
-3,610
90
$967K 0.26%
7,876
-445
91
$959K 0.26%
16,200
-500
92
$936K 0.26%
20,985
-100
93
$931K 0.25%
1,325
94
$923K 0.25%
7,238
95
$917K 0.25%
23,581
+783
96
$897K 0.25%
2,467
-25
97
$896K 0.24%
11,602
98
$859K 0.23%
3,375
99
$842K 0.23%
7,935
100
$819K 0.22%
42,565
+500
2 3
4
5 6