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
$429M
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$1.06M
3
+$977K
4
ASML icon
ASML
ASML
+$411K
5
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$347K

Top Sells

1
+$1.91M
2
+$1.51M
3
+$992K
4
NVDA icon
NVIDIA
NVDA
+$770K
5
IBM icon
IBM
IBM
+$735K

Sector Composition

1 Technology 22.05%
2 Healthcare 16.94%
3 Consumer Staples 12.6%
4 Industrials 11.95%
5 Financials 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$532K 0.12%
1,820
127
$509K 0.12%
7,677
128
$503K 0.12%
1,428
129
$497K 0.12%
9,012
-2,592
130
$482K 0.11%
4,117
+50
131
$482K 0.11%
1,977
-300
132
$480K 0.11%
1,795
133
$479K 0.11%
7,116
134
$475K 0.11%
2,846
-118
135
$471K 0.11%
4,551
136
$469K 0.11%
10,105
-225
137
$468K 0.11%
4,635
138
$466K 0.11%
9,849
-213
139
$466K 0.11%
4,800
140
$447K 0.1%
7,660
141
$447K 0.1%
680
-100
142
$445K 0.1%
4,532
-200
143
$432K 0.1%
4,325
144
$424K 0.1%
19,327
-115
145
$422K 0.1%
1,255
+41
146
$408K 0.1%
6,435
-1,273
147
$404K 0.09%
1,350
148
$399K 0.09%
1,984
149
$392K 0.09%
692
+34
150
$391K 0.09%
8,285
-2,385
4 5
6
7 8