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
$333M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.41M
3
+$561K
4
APD icon
Air Products & Chemicals
APD
+$467K
5
NEM icon
Newmont
NEM
+$359K

Top Sells

1
+$1.74M
2
+$1.44M
3
+$1.31M
4
AMZN icon
Amazon
AMZN
+$1.13M
5
TPL icon
Texas Pacific Land
TPL
+$768K

Sector Composition

1 Technology 21.26%
2 Healthcare 17.99%
3 Consumer Staples 13.5%
4 Industrials 11.61%
5 Financials 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$735K 0.22%
4,825
102
$677K 0.2%
13,430
-1,050
103
$669K 0.2%
8,802
104
$669K 0.2%
7,000
+500
105
$651K 0.2%
8,928
-500
106
$634K 0.19%
3,354
-552
107
$609K 0.18%
10,978
108
$597K 0.18%
9,231
-120
109
$596K 0.18%
14,035
-1,600
110
$561K 0.17%
+1,500
111
$543K 0.16%
8,000
-1,250
112
$501K 0.15%
3,094
113
$498K 0.15%
16,500
-1,500
114
$474K 0.14%
3,590
-1,000
115
$453K 0.14%
5,246
116
$449K 0.13%
7,677
117
$441K 0.13%
3,646
-1,890
118
$440K 0.13%
1,795
-642
119
$436K 0.13%
815
120
$436K 0.13%
3,700
121
$435K 0.13%
3,713
-104
122
$433K 0.13%
2,474
123
$421K 0.13%
4,635
-180
124
$418K 0.13%
7,116
125
$410K 0.12%
3,043
-1,060
3 4
5
6 7