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
$313M
AUM Growth
+$7.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$1.05M
3
+$987K
4
DOW icon
Dow Inc
DOW
+$579K
5
DIS icon
Walt Disney
DIS
+$462K

Top Sells

1
+$1.67M
2
+$517K
3
+$504K
4
DD icon
DuPont de Nemours
DD
+$429K
5
MSFT icon
Microsoft
MSFT
+$419K

Sector Composition

1 Healthcare 16.49%
2 Technology 16.09%
3 Consumer Staples 13.37%
4 Industrials 12.39%
5 Financials 12.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$443K 0.14%
18,000
127
$435K 0.14%
17,060
+100
128
$431K 0.14%
7,071
129
$419K 0.13%
4,775
130
$414K 0.13%
3,095
+40
131
$414K 0.13%
7,677
132
$405K 0.13%
7,716
133
$403K 0.13%
6,355
-450
134
$393K 0.13%
5,165
+40
135
$376K 0.12%
3,862
136
$370K 0.12%
4,000
137
$366K 0.12%
2,743
138
$364K 0.12%
4,702
139
$355K 0.11%
1,491
140
$350K 0.11%
977
141
$335K 0.11%
5,000
142
$331K 0.11%
4,065
143
$315K 0.1%
3,450
144
$307K 0.1%
3,280
-100
145
$302K 0.1%
4,940
146
$298K 0.1%
2,400
147
$296K 0.09%
1,377
+25
148
$295K 0.09%
1,302
+35
149
$295K 0.09%
10,176
150
$291K 0.09%
4,125
-500
4 5
6
7 8