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
$380M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$481K
3
+$250K
4
EQNR icon
Equinor
EQNR
+$232K
5
LRCX icon
Lam Research
LRCX
+$210K

Top Sells

1
+$725K
2
+$551K
3
+$508K
4
TGT icon
Target
TGT
+$450K
5
NVO icon
Novo Nordisk
NVO
+$395K

Sector Composition

1 Technology 21.81%
2 Healthcare 15.53%
3 Industrials 12.03%
4 Consumer Staples 11.99%
5 Financials 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$506K 0.13%
5,634
-1,051
127
$495K 0.13%
10,875
-6,640
128
$484K 0.13%
1,194
+68
129
$481K 0.13%
+1,000
130
$474K 0.12%
2,831
-15
131
$466K 0.12%
7,500
132
$465K 0.12%
2,061
133
$440K 0.12%
4,325
134
$416K 0.11%
4,635
135
$409K 0.11%
4,525
136
$401K 0.11%
5,205
-225
137
$396K 0.1%
1,493
138
$389K 0.1%
1,874
139
$380K 0.1%
7,337
-124
140
$378K 0.1%
5,219
+20
141
$378K 0.1%
4,360
142
$376K 0.1%
7,500
143
$363K 0.1%
3,662
-45
144
$353K 0.09%
4,006
-570
145
$344K 0.09%
1,000
146
$340K 0.09%
2,695
147
$338K 0.09%
9,492
148
$332K 0.09%
975
149
$329K 0.09%
1,000
150
$325K 0.09%
950
+5
4 5
6
7 8