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
$427M
AUM Growth
+$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$893K
3
+$688K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$442K
5
RCL icon
Royal Caribbean
RCL
+$296K

Top Sells

1
+$2.15M
2
+$1.82M
3
+$1.31M
4
JNJ icon
Johnson & Johnson
JNJ
+$577K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$561K

Sector Composition

1 Technology 21.84%
2 Healthcare 15.42%
3 Industrials 12.56%
4 Consumer Staples 10.69%
5 Financials 10.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$540K 0.13%
1,293
+508
127
$537K 0.13%
7,677
128
$519K 0.12%
4,360
129
$519K 0.12%
1,493
130
$499K 0.12%
1,958
-100
131
$491K 0.12%
7,016
132
$490K 0.11%
2,818
133
$483K 0.11%
2,550
134
$480K 0.11%
820
135
$458K 0.11%
943
-50
136
$449K 0.11%
1,092
-60
137
$436K 0.1%
2,934
-420
138
$411K 0.1%
4,525
139
$399K 0.09%
2,495
140
$398K 0.09%
1,000
141
$392K 0.09%
2,400
142
$392K 0.09%
3,325
143
$389K 0.09%
925
144
$380K 0.09%
1,887
-13
145
$379K 0.09%
950
146
$370K 0.09%
4,638
-202
147
$360K 0.08%
8,392
148
$352K 0.08%
1,610
149
$346K 0.08%
855
150
$345K 0.08%
4,705
4 5
6
7 8