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
+$300K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$652K
3
+$429K
4
GEV icon
GE Vernova
GEV
+$388K
5
PANW icon
Palo Alto Networks
PANW
+$293K

Top Sells

1
+$1.52M
2
+$1.37M
3
+$1.2M
4
NVDA icon
NVIDIA
NVDA
+$528K
5
STAG icon
STAG Industrial
STAG
+$470K

Sector Composition

1 Technology 23.92%
2 Healthcare 14.88%
3 Industrials 11.88%
4 Consumer Staples 10.48%
5 Financials 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$477K 0.11%
946
+3
127
$468K 0.11%
2,818
128
$465K 0.11%
4,315
-45
129
$446K 0.1%
1,493
130
$444K 0.1%
7,021
+5
131
$443K 0.1%
995
+45
132
$437K 0.1%
3,325
133
$432K 0.1%
1,958
134
$411K 0.1%
2,310
-240
135
$408K 0.1%
1,092
136
$405K 0.09%
4,525
137
$391K 0.09%
1,000
138
$389K 0.09%
820
139
$388K 0.09%
+2,264
140
$377K 0.09%
3,947
+175
141
$376K 0.09%
925
142
$373K 0.09%
2,726
-208
143
$367K 0.09%
5,850
144
$356K 0.08%
4,544
-94
145
$352K 0.08%
855
146
$346K 0.08%
3,250
147
$344K 0.08%
3,675
148
$342K 0.08%
2,295
-200
149
$340K 0.08%
2,131
150
$339K 0.08%
2,400
4 5
6
7 8