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
$391M
AUM Growth
-$434K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.64M
3
+$1.52M
4
PANW icon
Palo Alto Networks
PANW
+$1.24M
5
ILMN icon
Illumina
ILMN
+$1.15M

Top Sells

1
+$1.83M
2
+$1.35M
3
+$781K
4
MSFT icon
Microsoft
MSFT
+$488K
5
AAPL icon
Apple
AAPL
+$380K

Sector Composition

1 Technology 20.95%
2 Healthcare 17.99%
3 Consumer Staples 12.48%
4 Industrials 10.98%
5 Financials 10.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$909K 0.23%
18,855
-400
102
$878K 0.22%
8,802
103
$871K 0.22%
8,005
-390
104
$854K 0.22%
24,210
105
$841K 0.22%
2,419
-80
106
$810K 0.21%
51,475
+8,200
107
$796K 0.2%
9,140
-50
108
$783K 0.2%
7,010
-299
109
$763K 0.2%
11,215
110
$734K 0.19%
22,265
+2,815
111
$672K 0.17%
16,500
112
$671K 0.17%
3,965
-460
113
$642K 0.16%
4,300
114
$639K 0.16%
8,188
-315
115
$636K 0.16%
3,796
+150
116
$632K 0.16%
10,978
117
$617K 0.16%
2,800
-362
118
$598K 0.15%
2,474
119
$570K 0.15%
4,551
120
$561K 0.14%
1,410
-225
121
$554K 0.14%
11,604
-28,340
122
$554K 0.14%
2,700
123
$542K 0.14%
1,262
124
$537K 0.14%
3,625
-65
125
$537K 0.14%
11,565
-175
3 4
5
6 7