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
$340M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$443K
2
+$404K
3
+$312K
4
ADM icon
Archer Daniels Midland
ADM
+$301K
5
STT icon
State Street
STT
+$248K

Top Sells

1
+$483K
2
+$441K
3
+$211K
4
MSFT icon
Microsoft
MSFT
+$209K
5
EL icon
Estee Lauder
EL
+$185K

Sector Composition

1 Technology 17.42%
2 Healthcare 16.53%
3 Consumer Staples 13.36%
4 Industrials 12.77%
5 Financials 12.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$749K 0.22%
9,899
+245
102
$727K 0.21%
8,500
103
$699K 0.21%
24,837
+3,175
104
$682K 0.2%
8,802
105
$678K 0.2%
3,520
106
$673K 0.2%
9,688
107
$648K 0.19%
2,820
108
$635K 0.19%
11,987
-330
109
$631K 0.19%
13,154
-350
110
$629K 0.19%
11,490
-256
111
$621K 0.18%
6,400
112
$602K 0.18%
12,980
+6,480
113
$600K 0.18%
11,345
114
$596K 0.18%
11,090
-400
115
$592K 0.17%
1,580
-20
116
$568K 0.17%
2,707
117
$539K 0.16%
1,635
-5
118
$538K 0.16%
14,471
119
$530K 0.16%
8,151
-280
120
$526K 0.15%
18,000
121
$508K 0.15%
3,693
+950
122
$496K 0.15%
59,000
123
$488K 0.14%
16,860
124
$462K 0.14%
4,050
125
$451K 0.13%
3,095
3 4
5
6 7