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
$314M
AUM Growth
+$648K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.46M
3
+$920K
4
WSO icon
Watsco Inc
WSO
+$840K
5
ALC icon
Alcon
ALC
+$763K

Top Sells

1
+$1.5M
2
+$1.46M
3
+$1.36M
4
BIIB icon
Biogen
BIIB
+$855K
5
LLL
L3 Technologies, Inc.
LLL
+$814K

Sector Composition

1 Technology 16.68%
2 Healthcare 15.87%
3 Consumer Staples 13.93%
4 Industrials 12.63%
5 Financials 12.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$436K 0.14%
16,860
-200
127
$426K 0.14%
59,000
+8,500
128
$425K 0.14%
7,677
129
$422K 0.13%
2,922
-87
130
$419K 0.13%
3,862
131
$412K 0.13%
10,758
132
$398K 0.13%
7,216
-500
133
$396K 0.13%
6,946
-125
134
$394K 0.13%
5,165
135
$390K 0.12%
2,743
136
$383K 0.12%
6,355
137
$379K 0.12%
4,672
-30
138
$368K 0.12%
2,775
+1,000
139
$367K 0.12%
5,000
140
$366K 0.12%
1,491
141
$362K 0.12%
3,995
-70
142
$359K 0.11%
4,000
143
$357K 0.11%
3,450
144
$340K 0.11%
4,940
145
$336K 0.11%
3,280
146
$324K 0.1%
+3,250
147
$310K 0.1%
+11,086
148
$307K 0.1%
1,377
149
$306K 0.1%
1,930
150
$297K 0.09%
2,384
-100
4 5
6
7 8