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
$427M
AUM Growth
+$300K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$652K
3
+$429K
4
GEV icon
GE Vernova
GEV
+$388K
5
PANW icon
Palo Alto Networks
PANW
+$293K

Top Sells

1
+$1.52M
2
+$1.37M
3
+$1.2M
4
NVDA icon
NVIDIA
NVDA
+$528K
5
STAG icon
STAG Industrial
STAG
+$470K

Sector Composition

1 Technology 23.92%
2 Healthcare 14.88%
3 Industrials 11.88%
4 Consumer Staples 10.48%
5 Financials 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$781K 0.18%
3,230
-10
102
$724K 0.17%
1,331
+29
103
$716K 0.17%
6,030
-238
104
$700K 0.16%
4,360
+10
105
$695K 0.16%
1,483
+190
106
$694K 0.16%
5,504
-2,516
107
$674K 0.16%
8,039
108
$670K 0.16%
23,127
109
$665K 0.16%
13,165
+325
110
$662K 0.15%
7,410
111
$646K 0.15%
6,055
+54
112
$645K 0.15%
8,557
-1,069
113
$641K 0.15%
15,536
+13
114
$623K 0.15%
5,855
-878
115
$620K 0.15%
6,240
-5
116
$597K 0.14%
3,250
117
$586K 0.14%
5,120
118
$568K 0.13%
1,670
119
$555K 0.13%
10,455
120
$552K 0.13%
1,084
-10
121
$541K 0.13%
8,950
-2,000
122
$505K 0.12%
9,359
-180
123
$503K 0.12%
17,989
-1,905
124
$502K 0.12%
7,677
125
$497K 0.12%
10,530
-220
3 4
5
6 7