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
$254M
AUM Growth
-$85.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$289K
3
+$279K
4
BTI icon
British American Tobacco
BTI
+$205K
5
PFE icon
Pfizer
PFE
+$177K

Top Sells

1
+$1.3M
2
+$1.01M
3
+$1M
4
RTX icon
RTX Corp
RTX
+$795K
5
CB icon
Chubb
CB
+$776K

Sector Composition

1 Technology 20.47%
2 Healthcare 17.57%
3 Consumer Staples 15.02%
4 Industrials 11.78%
5 Financials 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$311K 0.12%
2,863
127
$305K 0.12%
2,511
-172
128
$303K 0.12%
22,466
-20,155
129
$301K 0.12%
10,758
130
$298K 0.12%
9,250
-12,000
131
$291K 0.11%
2,474
+15
132
$286K 0.11%
4,815
133
$282K 0.11%
4,325
134
$276K 0.11%
2,910
-240
135
$270K 0.11%
1,351
+49
136
$257K 0.1%
6,288
+500
137
$248K 0.1%
10,574
-256
138
$247K 0.1%
780
-25
139
$239K 0.09%
2,400
140
$237K 0.09%
5,090
-1,215
141
$229K 0.09%
1,257
-120
142
$229K 0.09%
1,250
143
$223K 0.09%
1,175
+15
144
$219K 0.09%
1,428
+75
145
$219K 0.09%
10,054
+155
146
$219K 0.09%
1,000
147
$218K 0.09%
1,308
148
$216K 0.08%
2,700
149
$214K 0.08%
10,076
150
$213K 0.08%
4,646
-300
4 5
6
7 8