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
$290M
AUM Growth
+$36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$1.84M
3
+$1.82M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.54M
5
NEM icon
Newmont
NEM
+$781K

Top Sells

1
+$2M
2
+$1.53M
3
+$1.44M
4
DIS icon
Walt Disney
DIS
+$1.43M
5
AMZN icon
Amazon
AMZN
+$1.39M

Sector Composition

1 Technology 21.77%
2 Healthcare 17.54%
3 Consumer Staples 13.37%
4 Industrials 11.7%
5 Financials 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$361K 0.12%
4,815
127
$357K 0.12%
9,250
128
$350K 0.12%
3,817
129
$336K 0.12%
2,449
-25
130
$334K 0.12%
10,054
131
$326K 0.11%
1,351
132
$325K 0.11%
4,525
133
$318K 0.11%
8,820
-2,400
134
$304K 0.1%
1,338
+30
135
$288K 0.1%
+2,135
136
$287K 0.1%
4,325
137
$285K 0.1%
15,515
-6,951
138
$284K 0.1%
2,910
139
$281K 0.1%
4,646
140
$275K 0.09%
1,428
141
$270K 0.09%
10,062
-512
142
$269K 0.09%
2,400
143
$268K 0.09%
2,001
-510
144
$264K 0.09%
+6,271
145
$263K 0.09%
6,288
146
$258K 0.09%
1,000
147
$251K 0.09%
17,300
+4,000
148
$236K 0.08%
+3,280
149
$235K 0.08%
+712
150
$226K 0.08%
+822
3 4 5
6
7