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
$366M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$416K
2
+$388K
3
+$365K
4
NEM icon
Newmont
NEM
+$355K
5
COST icon
Costco
COST
+$317K

Top Sells

1
+$959K
2
+$660K
3
+$418K
4
GE icon
GE Aerospace
GE
+$275K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$251K

Sector Composition

1 Technology 19.98%
2 Healthcare 16.35%
3 Consumer Staples 12.81%
4 Industrials 11.85%
5 Financials 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$790K 0.22%
11,002
102
$775K 0.21%
8,342
103
$740K 0.2%
8,304
104
$728K 0.2%
7,271
-345
105
$723K 0.2%
3,621
-361
106
$710K 0.19%
17,515
-4,849
107
$702K 0.19%
20,746
-415
108
$700K 0.19%
12,375
109
$633K 0.17%
12,540
-300
110
$628K 0.17%
3,850
+2,550
111
$614K 0.17%
3,700
-25
112
$612K 0.17%
7,166
113
$592K 0.16%
10,905
114
$588K 0.16%
3,566
-100
115
$575K 0.16%
9,539
-310
116
$573K 0.16%
10,455
-310
117
$568K 0.16%
21,942
+1,595
118
$564K 0.15%
2,670
-30
119
$548K 0.15%
11,160
120
$535K 0.15%
7,677
121
$524K 0.14%
5,281
122
$523K 0.14%
6,685
-105
123
$517K 0.14%
1,262
124
$512K 0.14%
1,795
125
$500K 0.14%
5,175
+179
3 4
5
6 7