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
$312M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$1.61M
3
+$785K
4
QCOM icon
Qualcomm
QCOM
+$381K
5
IBM icon
IBM
IBM
+$295K

Top Sells

1
+$718K
2
+$707K
3
+$630K
4
JPM icon
JPMorgan Chase
JPM
+$418K
5
INTC icon
Intel
INTC
+$392K

Sector Composition

1 Technology 21.57%
2 Healthcare 18.18%
3 Consumer Staples 13.78%
4 Industrials 11.86%
5 Financials 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$363K 0.12%
4,325
127
$359K 0.12%
1,089
-86
128
$359K 0.12%
22,727
+1,290
129
$355K 0.11%
4,502
-170
130
$354K 0.11%
2,135
131
$353K 0.11%
9,250
132
$352K 0.11%
4,525
133
$332K 0.11%
1,428
134
$324K 0.1%
1,238
-100
135
$322K 0.1%
5,100
-55
136
$321K 0.1%
8,820
137
$315K 0.1%
13,402
-700
138
$313K 0.1%
12,054
+2,000
139
$312K 0.1%
5,246
+600
140
$295K 0.09%
2,001
141
$290K 0.09%
2,810
-100
142
$290K 0.09%
10,062
143
$278K 0.09%
1,000
144
$278K 0.09%
6,703
+415
145
$272K 0.09%
2,400
146
$267K 0.09%
815
-7
147
$266K 0.09%
1,250
148
$264K 0.08%
6,480
+900
149
$264K 0.08%
672
-40
150
$256K 0.08%
710
+60
3 4 5
6
7