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
$355M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.34M
3
+$2.21M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.36M
5
TGT icon
Target
TGT
+$878K

Top Sells

1
+$3.27M
2
+$2.56M
3
+$1.35M
4
WEC icon
WEC Energy
WEC
+$633K
5
KO icon
Coca-Cola
KO
+$575K

Sector Composition

1 Technology 20.12%
2 Healthcare 17.29%
3 Consumer Staples 12.97%
4 Industrials 11.83%
5 Financials 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$795K 0.22%
1,635
102
$784K 0.22%
8,802
103
$720K 0.2%
+6,084
104
$718K 0.2%
16,265
-4,700
105
$702K 0.2%
10,978
106
$700K 0.2%
4,425
-400
107
$670K 0.19%
8,836
-92
108
$644K 0.18%
9,181
-50
109
$600K 0.17%
13,835
-200
110
$582K 0.16%
2,870
-484
111
$558K 0.16%
16,500
112
$547K 0.15%
3,690
+100
113
$542K 0.15%
2,474
114
$537K 0.15%
2,700
-775
115
$516K 0.15%
3,646
116
$515K 0.14%
9,030
-4,400
117
$500K 0.14%
1,262
-238
118
$477K 0.13%
3,700
119
$476K 0.13%
4,033
+320
120
$469K 0.13%
3,094
121
$469K 0.13%
10,062
122
$459K 0.13%
11,740
123
$449K 0.13%
4,800
-6,769
124
$449K 0.13%
7,677
125
$446K 0.13%
4,325
3 4
5
6 7