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
$403M
AUM Growth
-$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$444K
2
+$412K
3
+$361K
4
SSD icon
Simpson Manufacturing
SSD
+$299K
5
NVDA icon
NVIDIA
NVDA
+$284K

Top Sells

1
+$1.55M
2
+$939K
3
+$865K
4
WM icon
Waste Management
WM
+$590K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$503K

Sector Composition

1 Technology 22.82%
2 Financials 13.52%
3 Healthcare 11.72%
4 Industrials 10.65%
5 Consumer Staples 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$452K 0.11%
7,990
+2,700
127
$429K 0.11%
913
128
$420K 0.1%
1,000
129
$416K 0.1%
6,964
130
$412K 0.1%
+1,817
131
$409K 0.1%
4,196
+415
132
$408K 0.1%
9,752
-78
133
$391K 0.1%
747
-325
134
$383K 0.1%
16,869
-1,850
135
$382K 0.09%
2,091
-117
136
$367K 0.09%
2,128
-55
137
$361K 0.09%
+1,490
138
$346K 0.09%
13,653
-2,475
139
$341K 0.08%
7,440
140
$341K 0.08%
3,472
141
$333K 0.08%
2,853
142
$321K 0.08%
3,925
-599
143
$314K 0.08%
8,104
-240
144
$310K 0.08%
6,180
+200
145
$307K 0.08%
3,190
+140
146
$306K 0.08%
830
+95
147
$301K 0.07%
1,300
-2,550
148
$296K 0.07%
2,400
149
$295K 0.07%
1,521
150
$294K 0.07%
4,101
4 5
6
7 8