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
$366M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$416K
2
+$388K
3
+$365K
4
NEM icon
Newmont
NEM
+$355K
5
COST icon
Costco
COST
+$317K

Top Sells

1
+$959K
2
+$660K
3
+$418K
4
GE icon
GE Aerospace
GE
+$275K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$251K

Sector Composition

1 Technology 19.98%
2 Healthcare 16.35%
3 Consumer Staples 12.81%
4 Industrials 11.85%
5 Financials 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$494K 0.14%
7,660
127
$481K 0.13%
4,325
128
$465K 0.13%
1,126
+20
129
$464K 0.13%
7,500
130
$461K 0.13%
1,196
+162
131
$451K 0.12%
5,430
+60
132
$433K 0.12%
4,525
133
$429K 0.12%
2,846
134
$412K 0.11%
2,061
135
$404K 0.11%
4,635
136
$390K 0.11%
7,461
137
$386K 0.11%
3,707
-150
138
$379K 0.1%
7,500
-500
139
$372K 0.1%
5,199
-603
140
$369K 0.1%
1,874
-18
141
$369K 0.1%
4,576
142
$357K 0.1%
2,650
143
$338K 0.09%
9,492
+300
144
$336K 0.09%
1,493
+65
145
$333K 0.09%
1,000
146
$325K 0.09%
7,253
147
$313K 0.09%
+6,363
148
$308K 0.08%
1,849
149
$305K 0.08%
2,695
150
$301K 0.08%
975
4 5
6
7 8