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
$306M
AUM Growth
+$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
448
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$2.31M
3
+$1.51M
4
ARCC icon
Ares Capital
ARCC
+$903K
5
MSFT icon
Microsoft
MSFT
+$479K

Top Sells

1
+$1.6M
2
+$618K
3
+$216K
4
CVS icon
CVS Health
CVS
+$214K
5
HMN icon
Horace Mann Educators
HMN
+$207K

Sector Composition

1 Healthcare 17.1%
2 Technology 16.19%
3 Consumer Staples 12.99%
4 Industrials 12.4%
5 Financials 11.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$421K 0.14%
4,050
127
$405K 0.13%
4,775
128
$399K 0.13%
7,716
-100
129
$395K 0.13%
3,009
-192
130
$383K 0.13%
7,677
131
$381K 0.12%
14,420
+925
132
$360K 0.12%
4,702
+474
133
$359K 0.12%
5,418
134
$358K 0.12%
4,000
-500
135
$352K 0.12%
40,400
-4,100
136
$352K 0.12%
3,862
+960
137
$344K 0.11%
5,000
-200
138
$340K 0.11%
1,352
+160
139
$340K 0.11%
2,743
-25
140
$328K 0.11%
10,900
+6,350
141
$325K 0.11%
1,491
142
$322K 0.11%
3,380
143
$318K 0.1%
6,835
-34,455
144
$316K 0.1%
20,160
+3,475
145
$315K 0.1%
4,065
146
$308K 0.1%
1,083
-10
147
$305K 0.1%
3,450
+400
148
$295K 0.1%
977
149
$292K 0.1%
5,125
150
$287K 0.09%
4,940
+1,900
4 5
6
7 8