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
$403M
AUM Growth
-$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$964K
3
+$912K
4
ILMN icon
Illumina
ILMN
+$896K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$713K

Top Sells

1
+$2.14M
2
+$1.5M
3
+$1.4M
4
NTLA icon
Intellia Therapeutics
NTLA
+$1.23M
5
AAPL icon
Apple
AAPL
+$1.22M

Sector Composition

1 Technology 20.42%
2 Healthcare 16.83%
3 Consumer Staples 12.39%
4 Industrials 12.02%
5 Financials 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$810K 0.2%
11,002
102
$783K 0.19%
16,100
+2,500
103
$767K 0.19%
2,147
-250
104
$739K 0.18%
4,889
105
$731K 0.18%
3,375
-50
106
$724K 0.18%
3,410
-3,428
107
$718K 0.18%
7,935
-35
108
$713K 0.18%
+9,125
109
$686K 0.17%
10,765
110
$682K 0.17%
4,300
111
$666K 0.17%
3,790
+85
112
$661K 0.16%
7,990
-1,000
113
$657K 0.16%
3,516
+20
114
$643K 0.16%
1,547
+800
115
$627K 0.16%
1,345
116
$622K 0.15%
2,503
117
$601K 0.15%
2,700
118
$570K 0.14%
1,262
119
$569K 0.14%
7,726
-321
120
$566K 0.14%
9,849
121
$561K 0.14%
2,846
122
$560K 0.14%
2,474
123
$550K 0.14%
21,327
+2,000
124
$513K 0.13%
5,131
125
$512K 0.13%
4,616
+65
3 4
5
6 7