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
$427M
AUM Growth
+$300K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$652K
3
+$429K
4
GEV icon
GE Vernova
GEV
+$388K
5
PANW icon
Palo Alto Networks
PANW
+$293K

Top Sells

1
+$1.52M
2
+$1.37M
3
+$1.2M
4
NVDA icon
NVIDIA
NVDA
+$528K
5
STAG icon
STAG Industrial
STAG
+$470K

Sector Composition

1 Technology 23.92%
2 Healthcare 14.88%
3 Industrials 11.88%
4 Consumer Staples 10.48%
5 Financials 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.18M 0.28%
37,364
+100
77
$1.15M 0.27%
7,910
-25
78
$1.11M 0.26%
6,862
-294
79
$1.11M 0.26%
15,655
-100
80
$1.1M 0.26%
2,359
+1
81
$1.09M 0.25%
25,989
-1,111
82
$1.09M 0.25%
35,103
-1,135
83
$1.03M 0.24%
2,336
84
$1.02M 0.24%
7,226
+3
85
$1.02M 0.24%
1,835
+131
86
$1M 0.23%
9,880
+5
87
$963K 0.23%
2,914
88
$952K 0.22%
20,895
89
$937K 0.22%
16,020
-435
90
$936K 0.22%
3,640
+31
91
$932K 0.22%
4,026
-10
92
$886K 0.21%
11,002
93
$871K 0.2%
12,375
94
$851K 0.2%
44,534
-148
95
$841K 0.2%
20,255
-50
96
$834K 0.2%
3,230
+75
97
$828K 0.19%
11,602
98
$821K 0.19%
3,850
99
$810K 0.19%
7,813
-800
100
$801K 0.19%
25,894
-1,252
2 3
4
5 6