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
$391M
AUM Growth
-$434K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.64M
3
+$1.52M
4
PANW icon
Palo Alto Networks
PANW
+$1.24M
5
ILMN icon
Illumina
ILMN
+$1.15M

Top Sells

1
+$1.83M
2
+$1.35M
3
+$781K
4
MSFT icon
Microsoft
MSFT
+$488K
5
AAPL icon
Apple
AAPL
+$380K

Sector Composition

1 Technology 20.95%
2 Healthcare 17.99%
3 Consumer Staples 12.48%
4 Industrials 10.98%
5 Financials 10.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$519K 0.13%
780
127
$501K 0.13%
10,670
-5,595
128
$492K 0.13%
8,200
129
$486K 0.12%
2,964
130
$483K 0.12%
1,820
131
$473K 0.12%
1,795
132
$471K 0.12%
10,330
-3,505
133
$460K 0.12%
4,732
+300
134
$449K 0.11%
4,067
+245
135
$447K 0.11%
7,677
136
$442K 0.11%
2,277
-25
137
$438K 0.11%
2,161
138
$437K 0.11%
702
+30
139
$426K 0.11%
7,116
140
$423K 0.11%
10,062
141
$423K 0.11%
4,800
142
$421K 0.11%
19,442
+415
143
$421K 0.11%
4,325
144
$420K 0.11%
7,708
-150
145
$412K 0.11%
1,214
146
$409K 0.1%
7,400
+1,000
147
$399K 0.1%
7,660
148
$399K 0.1%
1,428
149
$379K 0.1%
658
150
$378K 0.1%
934
-5
4 5
6
7 8