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
$314M
AUM Growth
-$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$257K
3
+$219K
4
ROK icon
Rockwell Automation
ROK
+$215K
5
WM icon
Waste Management
WM
+$208K

Top Sells

1
+$1.09M
2
+$665K
3
+$595K
4
LLY icon
Eli Lilly
LLY
+$593K
5
AAPL icon
Apple
AAPL
+$493K

Sector Composition

1 Technology 18.84%
2 Healthcare 17.18%
3 Consumer Staples 13.04%
4 Industrials 11.05%
5 Financials 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$677K 0.22%
23,826
-1,999
102
$669K 0.21%
7,935
103
$644K 0.21%
41,960
+714
104
$635K 0.2%
16,460
-90
105
$631K 0.2%
12,800
-5,000
106
$587K 0.19%
4,190
+400
107
$586K 0.19%
12,495
108
$571K 0.18%
9,813
-696
109
$563K 0.18%
9,849
110
$555K 0.18%
11,002
111
$549K 0.17%
7,166
112
$548K 0.17%
5,214
113
$546K 0.17%
1,325
-20
114
$544K 0.17%
5,312
+181
115
$530K 0.17%
2,548
+40
116
$519K 0.17%
2,846
117
$518K 0.16%
10,905
+800
118
$509K 0.16%
8,342
-613
119
$495K 0.16%
3,666
120
$492K 0.16%
14,035
-31,163
121
$486K 0.15%
20,427
-400
122
$473K 0.15%
10,765
123
$469K 0.15%
2,700
124
$451K 0.14%
1,262
125
$430K 0.14%
7,660
3 4
5
6 7