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
$333M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.41M
3
+$561K
4
APD icon
Air Products & Chemicals
APD
+$467K
5
NEM icon
Newmont
NEM
+$359K

Top Sells

1
+$1.74M
2
+$1.44M
3
+$1.31M
4
AMZN icon
Amazon
AMZN
+$1.13M
5
TPL icon
Texas Pacific Land
TPL
+$768K

Sector Composition

1 Technology 21.26%
2 Healthcare 17.99%
3 Consumer Staples 13.5%
4 Industrials 11.61%
5 Financials 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$410K 0.12%
4,325
127
$409K 0.12%
1,820
128
$395K 0.12%
3,690
-4,032
129
$390K 0.12%
10,062
130
$386K 0.12%
2,334
+50
131
$384K 0.12%
6,480
132
$379K 0.11%
1,089
133
$373K 0.11%
19,027
-3,700
134
$361K 0.11%
8,058
-1,707
135
$354K 0.11%
11,740
-1,662
136
$350K 0.11%
7,880
-940
137
$350K 0.11%
1,428
138
$343K 0.1%
2,135
139
$339K 0.1%
4,502
140
$338K 0.1%
1,238
141
$336K 0.1%
672
142
$329K 0.1%
2,400
143
$327K 0.1%
4,525
144
$320K 0.1%
2,810
145
$309K 0.09%
+6,200
146
$306K 0.09%
1,000
147
$295K 0.09%
+7,500
148
$292K 0.09%
17,800
+500
149
$292K 0.09%
3,890
-7,100
150
$290K 0.09%
1,250
4 5
6
7 8