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
$380M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$481K
3
+$250K
4
EQNR icon
Equinor
EQNR
+$232K
5
LRCX icon
Lam Research
LRCX
+$210K

Top Sells

1
+$725K
2
+$551K
3
+$508K
4
TGT icon
Target
TGT
+$450K
5
NVO icon
Novo Nordisk
NVO
+$395K

Sector Composition

1 Technology 21.81%
2 Healthcare 15.53%
3 Industrials 12.03%
4 Consumer Staples 11.99%
5 Financials 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.27M 0.33%
7,077
+173
77
$1.26M 0.33%
37,731
-2,270
78
$1.17M 0.31%
3,900
+74
79
$1.15M 0.3%
16,305
80
$1.14M 0.3%
7,876
81
$1.09M 0.29%
20,830
-45
82
$1.07M 0.28%
1,325
83
$1.05M 0.28%
12,160
84
$1.04M 0.27%
16,200
85
$1.01M 0.27%
10,103
-1,990
86
$1.01M 0.27%
10,325
87
$1M 0.26%
32,344
88
$999K 0.26%
11,391
-1,459
89
$993K 0.26%
2,526
+59
90
$993K 0.26%
8,342
91
$948K 0.25%
20,935
-50
92
$936K 0.25%
25,517
-450
93
$920K 0.24%
27,696
-449
94
$890K 0.23%
7,935
95
$862K 0.23%
7,238
96
$861K 0.23%
11,602
97
$818K 0.22%
2,914
-1,809
98
$812K 0.21%
3,250
-125
99
$809K 0.21%
21,754
-1,827
100
$788K 0.21%
12,375
2 3
4
5 6