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
$340M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$443K
2
+$404K
3
+$312K
4
ADM icon
Archer Daniels Midland
ADM
+$301K
5
STT icon
State Street
STT
+$248K

Top Sells

1
+$483K
2
+$441K
3
+$211K
4
MSFT icon
Microsoft
MSFT
+$209K
5
EL icon
Estee Lauder
EL
+$185K

Sector Composition

1 Technology 17.42%
2 Healthcare 16.53%
3 Consumer Staples 13.36%
4 Industrials 12.77%
5 Financials 12.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$449K 0.13%
5,085
-80
127
$443K 0.13%
+10,440
128
$433K 0.13%
3,817
-45
129
$432K 0.13%
4,775
130
$423K 0.12%
7,677
131
$421K 0.12%
10,758
132
$421K 0.12%
6,471
-475
133
$416K 0.12%
2,863
-59
134
$391K 0.12%
6,305
-50
135
$387K 0.11%
4,672
136
$381K 0.11%
7,116
-100
137
$373K 0.11%
2,683
-92
138
$370K 0.11%
4,815
-125
139
$365K 0.11%
3,280
140
$364K 0.11%
3,150
-300
141
$355K 0.1%
10,076
-100
142
$353K 0.1%
3,900
-100
143
$345K 0.1%
4,325
-675
144
$345K 0.1%
3,250
145
$327K 0.1%
3,995
146
$325K 0.1%
2,459
+75
147
$322K 0.09%
1,377
148
$320K 0.09%
10,830
-256
149
$317K 0.09%
1,491
150
$306K 0.09%
1,302
4 5
6
7 8