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
$254M
AUM Growth
-$85.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$289K
3
+$279K
4
BTI icon
British American Tobacco
BTI
+$205K
5
PFE icon
Pfizer
PFE
+$177K

Top Sells

1
+$1.3M
2
+$1.01M
3
+$1M
4
RTX icon
RTX Corp
RTX
+$795K
5
CB icon
Chubb
CB
+$776K

Sector Composition

1 Technology 20.47%
2 Healthcare 17.57%
3 Consumer Staples 15.02%
4 Industrials 11.78%
5 Financials 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$517K 0.2%
13,154
102
$515K 0.2%
9,633
-55
103
$507K 0.2%
16,858
-2
104
$503K 0.2%
1,635
+55
105
$480K 0.19%
3,094
-1
106
$472K 0.19%
3,693
107
$466K 0.18%
11,090
108
$463K 0.18%
6,500
-2,000
109
$452K 0.18%
4,524
110
$451K 0.18%
2,707
111
$442K 0.17%
8,802
112
$428K 0.17%
14,902
-850
113
$400K 0.16%
11,727
114
$384K 0.15%
7,677
115
$384K 0.15%
11,220
-125
116
$376K 0.15%
7,116
117
$361K 0.14%
18,000
118
$353K 0.14%
4,525
-250
119
$344K 0.14%
5,085
120
$344K 0.14%
3,817
121
$342K 0.13%
3,700
-350
122
$342K 0.13%
23,937
-900
123
$337K 0.13%
4,672
124
$336K 0.13%
11,490
125
$332K 0.13%
9,245
-150
3 4
5
6 7