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
-$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$444K
2
+$412K
3
+$361K
4
SSD icon
Simpson Manufacturing
SSD
+$299K
5
NVDA icon
NVIDIA
NVDA
+$284K

Top Sells

1
+$1.55M
2
+$939K
3
+$865K
4
WM icon
Waste Management
WM
+$590K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$503K

Sector Composition

1 Technology 22.82%
2 Financials 13.52%
3 Healthcare 11.72%
4 Industrials 10.65%
5 Consumer Staples 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$737K 0.18%
3,095
-125
102
$717K 0.18%
2,053
+370
103
$701K 0.17%
15,450
-573
104
$696K 0.17%
9,320
105
$689K 0.17%
14,269
+200
106
$681K 0.17%
4,067
+60
107
$674K 0.17%
10,830
+80
108
$672K 0.17%
6,541
-306
109
$656K 0.16%
2,150
110
$634K 0.16%
6,420
+250
111
$607K 0.15%
1,630
112
$571K 0.14%
991
+45
113
$561K 0.14%
2,210
+300
114
$556K 0.14%
3,250
115
$536K 0.13%
5,610
116
$528K 0.13%
5,030
117
$523K 0.13%
4,665
118
$521K 0.13%
7,677
119
$519K 0.13%
1,048
+40
120
$504K 0.13%
6,959
121
$500K 0.12%
4,525
122
$493K 0.12%
925
123
$492K 0.12%
4,250
-65
124
$476K 0.12%
2,319
+60
125
$457K 0.11%
1,958
3 4
5
6 7