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
$290M
AUM Growth
+$36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$1.84M
3
+$1.82M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.54M
5
NEM icon
Newmont
NEM
+$781K

Top Sells

1
+$2M
2
+$1.53M
3
+$1.44M
4
DIS icon
Walt Disney
DIS
+$1.43M
5
AMZN icon
Amazon
AMZN
+$1.39M

Sector Composition

1 Technology 21.77%
2 Healthcare 17.54%
3 Consumer Staples 13.37%
4 Industrials 11.7%
5 Financials 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$586K 0.2%
9,633
102
$580K 0.2%
4,103
+410
103
$577K 0.2%
6,500
104
$569K 0.2%
3,094
105
$566K 0.19%
10,990
-100
106
$550K 0.19%
7,472
-3,314
107
$527K 0.18%
5,536
-871
108
$517K 0.18%
9,351
-2,636
109
$506K 0.17%
18,000
110
$471K 0.16%
1,820
-1,000
111
$467K 0.16%
10,020
-3,134
112
$467K 0.16%
8,802
113
$464K 0.16%
5,085
114
$447K 0.15%
10,978
-512
115
$439K 0.15%
2,437
-270
116
$439K 0.15%
7,116
117
$405K 0.14%
4,725
-7,810
118
$397K 0.14%
5,155
-3,096
119
$393K 0.14%
7,677
120
$392K 0.14%
3,700
121
$390K 0.13%
21,437
-2,500
122
$379K 0.13%
4,672
123
$367K 0.13%
1,175
124
$367K 0.13%
2,572
-291
125
$361K 0.12%
14,102
-800
3 4
5
6 7