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
$314M
AUM Growth
+$648K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.46M
3
+$920K
4
WSO icon
Watsco Inc
WSO
+$840K
5
ALC icon
Alcon
ALC
+$763K

Top Sells

1
+$1.5M
2
+$1.46M
3
+$1.36M
4
BIIB icon
Biogen
BIIB
+$855K
5
LLL
L3 Technologies, Inc.
LLL
+$814K

Sector Composition

1 Technology 16.68%
2 Healthcare 15.87%
3 Consumer Staples 13.93%
4 Industrials 12.63%
5 Financials 12.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$667K 0.21%
13,504
102
$664K 0.21%
3,520
103
$662K 0.21%
8,500
-1,150
104
$649K 0.21%
8,802
105
$632K 0.2%
9,688
-95
106
$624K 0.2%
2,820
107
$619K 0.2%
21,662
+5,300
108
$594K 0.19%
11,345
109
$586K 0.19%
2,707
110
$586K 0.19%
4,215
+620
111
$560K 0.18%
11,746
112
$560K 0.18%
10,155
113
$545K 0.17%
6,400
114
$535K 0.17%
14,471
-192
115
$534K 0.17%
8,431
116
$492K 0.16%
11,490
117
$486K 0.15%
1,600
118
$483K 0.15%
4,865
-255
119
$478K 0.15%
18,000
120
$466K 0.15%
4,050
121
$465K 0.15%
20,380
-3,450
122
$453K 0.14%
47,660
-9,500
123
$453K 0.14%
1,640
124
$452K 0.14%
3,095
125
$451K 0.14%
4,775
3 4
5
6 7