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
$396M
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$832K
2
+$444K
3
+$319K
4
VLTO icon
Veralto
VLTO
+$303K
5
ICE icon
Intercontinental Exchange
ICE
+$239K

Top Sells

1
+$1.17M
2
+$829K
3
+$765K
4
MRNA icon
Moderna
MRNA
+$717K
5
UPS icon
United Parcel Service
UPS
+$498K

Sector Composition

1 Technology 22.79%
2 Healthcare 14.96%
3 Industrials 12.65%
4 Consumer Staples 10.57%
5 Financials 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$487K 0.12%
4,360
-100
127
$486K 0.12%
4,350
128
$466K 0.12%
1,493
129
$461K 0.12%
1,152
-40
130
$460K 0.12%
2,818
131
$458K 0.12%
2,058
132
$457K 0.12%
9,539
133
$457K 0.12%
7,016
-100
134
$415K 0.11%
4,325
135
$412K 0.1%
4,525
136
$381K 0.1%
4,705
-250
137
$377K 0.1%
1,000
138
$373K 0.09%
730
-55
139
$366K 0.09%
1,610
140
$365K 0.09%
1,849
141
$365K 0.09%
4,840
-61
142
$359K 0.09%
820
143
$359K 0.09%
7,112
-150
144
$352K 0.09%
3,662
145
$351K 0.09%
993
146
$331K 0.08%
2,495
147
$330K 0.08%
925
148
$320K 0.08%
950
149
$320K 0.08%
2,400
150
$319K 0.08%
+785
4 5
6
7 8