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
$306M
AUM Growth
+$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
448
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$2.31M
3
+$1.51M
4
ARCC icon
Ares Capital
ARCC
+$903K
5
MSFT icon
Microsoft
MSFT
+$479K

Top Sells

1
+$1.6M
2
+$618K
3
+$216K
4
CVS icon
CVS Health
CVS
+$214K
5
HMN icon
Horace Mann Educators
HMN
+$207K

Sector Composition

1 Healthcare 17.1%
2 Technology 16.19%
3 Consumer Staples 12.99%
4 Industrials 12.4%
5 Financials 11.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$281K 0.09%
10,176
-300
152
$271K 0.09%
1,350
+650
153
$261K 0.09%
3,970
+1,275
154
$259K 0.08%
1,000
155
$256K 0.08%
2,335
+400
156
$256K 0.08%
1,930
157
$255K 0.08%
2,400
158
$246K 0.08%
7,440
-1,186
159
$245K 0.08%
1,347
160
$242K 0.08%
1,267
+457
161
$242K 0.08%
635
162
$240K 0.08%
2,384
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163
$234K 0.08%
2,760
-10
164
$233K 0.08%
1,625
+1,000
165
$229K 0.07%
14,650
166
$226K 0.07%
2,700
167
$224K 0.07%
1,343
168
$218K 0.07%
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169
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5,184
+2,094
170
$210K 0.07%
4,625
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171
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1,285
172
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3,430
-30
173
$204K 0.07%
2,638
-60
174
$201K 0.07%
1,775
175
$200K 0.07%
5,046
-280
5 6
7
8 9