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
$349M
AUM Growth
+$35.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$386K
3
+$335K
4
ICE icon
Intercontinental Exchange
ICE
+$257K
5
ISRG icon
Intuitive Surgical
ISRG
+$251K

Top Sells

1
+$586K
2
+$548K
3
+$271K
4
NVO icon
Novo Nordisk
NVO
+$254K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$239K

Sector Composition

1 Healthcare 17.53%
2 Technology 17.31%
3 Consumer Staples 12.85%
4 Industrials 12.04%
5 Energy 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$483K 0.14%
1,262
127
$474K 0.14%
1,106
128
$473K 0.14%
4,996
+950
129
$461K 0.13%
5,370
+20
130
$452K 0.13%
4,635
131
$439K 0.13%
1,795
132
$431K 0.12%
4,525
133
$411K 0.12%
2,061
134
$399K 0.11%
8,000
-4,800
135
$386K 0.11%
7,500
136
$383K 0.11%
1,892
137
$383K 0.11%
3,857
138
$381K 0.11%
5,802
-460
139
$356K 0.1%
4,576
140
$355K 0.1%
7,461
141
$348K 0.1%
1,034
+32
142
$339K 0.1%
1,428
143
$331K 0.09%
1,000
144
$323K 0.09%
9,192
145
$319K 0.09%
7,253
146
$316K 0.09%
3,390
-36
147
$308K 0.09%
2,650
-210
148
$301K 0.09%
975
-50
149
$278K 0.08%
1,984
150
$274K 0.08%
800
4 5
6
7 8