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
$403M
AUM Growth
-$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$964K
3
+$912K
4
ILMN icon
Illumina
ILMN
+$896K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$713K

Top Sells

1
+$2.14M
2
+$1.5M
3
+$1.4M
4
NTLA icon
Intellia Therapeutics
NTLA
+$1.23M
5
AAPL icon
Apple
AAPL
+$1.22M

Sector Composition

1 Technology 20.42%
2 Healthcare 16.83%
3 Consumer Staples 12.39%
4 Industrials 12.02%
5 Financials 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$496K 0.12%
10,105
127
$493K 0.12%
7,660
128
$482K 0.12%
7,677
129
$480K 0.12%
1,795
130
$479K 0.12%
10,500
-6,000
131
$479K 0.12%
4,800
132
$476K 0.12%
1,350
133
$464K 0.12%
9,565
-2,000
134
$451K 0.11%
10,910
-250
135
$443K 0.11%
8,132
-880
136
$428K 0.11%
4,525
137
$417K 0.1%
2,061
138
$406K 0.1%
4,647
+115
139
$403K 0.1%
12,500
140
$402K 0.1%
7,253
141
$393K 0.1%
7,043
+608
142
$381K 0.09%
4,187
+70
143
$380K 0.09%
7,400
144
$377K 0.09%
4,635
145
$370K 0.09%
4,325
146
$356K 0.09%
1,428
147
$354K 0.09%
1,877
-100
148
$353K 0.09%
5,610
149
$353K 0.09%
4,151
-104
150
$346K 0.09%
5,116
-2,000
4 5
6
7 8