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
$355M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.34M
3
+$2.21M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.36M
5
TGT icon
Target
TGT
+$878K

Top Sells

1
+$3.27M
2
+$2.56M
3
+$1.35M
4
WEC icon
WEC Energy
WEC
+$633K
5
KO icon
Coca-Cola
KO
+$575K

Sector Composition

1 Technology 20.12%
2 Healthcare 17.29%
3 Consumer Staples 12.97%
4 Industrials 11.83%
5 Financials 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$437K 0.12%
1,795
127
$436K 0.12%
7,116
128
$435K 0.12%
1,820
129
$426K 0.12%
4,635
130
$423K 0.12%
3,043
131
$422K 0.12%
780
-35
132
$421K 0.12%
8,133
+75
133
$419K 0.12%
19,027
134
$414K 0.12%
3,790
+100
135
$406K 0.11%
2,135
136
$403K 0.11%
7,880
137
$391K 0.11%
20,100
+2,300
138
$384K 0.11%
1,922
-2,268
139
$361K 0.1%
+6,600
140
$360K 0.1%
2,284
-50
141
$355K 0.1%
5,500
+1,000
142
$351K 0.1%
1,428
143
$350K 0.1%
6,516
+36
144
$350K 0.1%
1,188
-50
145
$344K 0.1%
+4,432
146
$343K 0.1%
3,890
147
$338K 0.1%
4,525
148
$335K 0.09%
2,810
149
$334K 0.09%
1,089
150
$334K 0.09%
6,400
+200
4 5
6
7 8