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
$312M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$1.61M
3
+$785K
4
QCOM icon
Qualcomm
QCOM
+$381K
5
IBM icon
IBM
IBM
+$295K

Top Sells

1
+$718K
2
+$707K
3
+$630K
4
JPM icon
JPMorgan Chase
JPM
+$418K
5
INTC icon
Intel
INTC
+$392K

Sector Composition

1 Technology 21.57%
2 Healthcare 18.18%
3 Consumer Staples 13.78%
4 Industrials 11.86%
5 Financials 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$635K 0.2%
6,500
102
$622K 0.2%
11,215
103
$606K 0.19%
4,103
104
$600K 0.19%
9,428
-205
105
$596K 0.19%
19,191
-120
106
$558K 0.18%
9,351
107
$555K 0.18%
5,536
108
$553K 0.18%
18,000
109
$535K 0.17%
15,635
+590
110
$517K 0.17%
10,978
111
$516K 0.17%
10,990
112
$514K 0.16%
8,802
113
$508K 0.16%
2,437
114
$503K 0.16%
3,094
115
$441K 0.14%
7,677
116
$440K 0.14%
1,476
+125
117
$440K 0.14%
1,820
118
$439K 0.14%
7,116
119
$425K 0.14%
4,590
-135
120
$419K 0.13%
3,700
121
$400K 0.13%
2,474
-98
122
$399K 0.13%
4,815
123
$397K 0.13%
3,817
124
$385K 0.12%
9,765
-255
125
$378K 0.12%
2,284
-165
3 4
5
6 7