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
$380M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$481K
3
+$250K
4
EQNR icon
Equinor
EQNR
+$232K
5
LRCX icon
Lam Research
LRCX
+$210K

Top Sells

1
+$725K
2
+$551K
3
+$508K
4
TGT icon
Target
TGT
+$450K
5
NVO icon
Novo Nordisk
NVO
+$395K

Sector Composition

1 Technology 21.81%
2 Healthcare 15.53%
3 Industrials 12.03%
4 Consumer Staples 11.99%
5 Financials 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$786K 0.21%
11,002
102
$769K 0.2%
12,240
-300
103
$761K 0.2%
3,601
-20
104
$750K 0.2%
8,304
105
$750K 0.2%
1,533
+337
106
$739K 0.19%
20,586
-160
107
$701K 0.18%
43,965
+1,400
108
$673K 0.18%
3,665
-35
109
$672K 0.18%
10,785
-120
110
$668K 0.18%
3,850
111
$637K 0.17%
7,136
-135
112
$631K 0.17%
3,462
-1,393
113
$612K 0.16%
3,516
-50
114
$601K 0.16%
2,660
-10
115
$573K 0.15%
21,727
-215
116
$564K 0.15%
5,656
+481
117
$560K 0.15%
7,677
118
$559K 0.15%
5,400
+119
119
$559K 0.15%
1,262
120
$557K 0.15%
10,455
121
$548K 0.14%
11,160
122
$548K 0.14%
1,795
123
$547K 0.14%
9,539
124
$546K 0.14%
7,116
-50
125
$535K 0.14%
7,660
3 4
5
6 7