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
$313M
AUM Growth
+$7.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$1.05M
3
+$987K
4
DOW icon
Dow Inc
DOW
+$579K
5
DIS icon
Walt Disney
DIS
+$462K

Top Sells

1
+$1.67M
2
+$517K
3
+$504K
4
DD icon
DuPont de Nemours
DD
+$429K
5
MSFT icon
Microsoft
MSFT
+$419K

Sector Composition

1 Healthcare 16.49%
2 Technology 16.09%
3 Consumer Staples 13.37%
4 Industrials 12.39%
5 Financials 12.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$664K 0.21%
8,802
102
$660K 0.21%
10,722
-3,978
103
$643K 0.21%
9,783
-50
104
$640K 0.2%
9,304
+315
105
$638K 0.2%
12,060
+2,000
106
$622K 0.2%
11,345
-125
107
$617K 0.2%
6,400
108
$613K 0.2%
57,160
-1,000
109
$603K 0.19%
10,155
110
$579K 0.18%
+11,746
111
$577K 0.18%
2,820
112
$570K 0.18%
8,431
-30
113
$557K 0.18%
2,707
114
$545K 0.17%
14,663
115
$539K 0.17%
50,500
-400
116
$502K 0.16%
1,600
+10
117
$483K 0.15%
1,640
118
$473K 0.15%
5,120
-50
119
$472K 0.15%
16,362
+877
120
$469K 0.15%
3,595
+160
121
$467K 0.15%
4,050
122
$463K 0.15%
23,830
+3,670
123
$449K 0.14%
10,758
-128
124
$447K 0.14%
3,009
125
$443K 0.14%
11,490
3 4
5
6 7