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
$313M
AUM Growth
+$7.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$1.05M
3
+$987K
4
DOW icon
Dow Inc
DOW
+$579K
5
DIS icon
Walt Disney
DIS
+$462K

Top Sells

1
+$1.67M
2
+$517K
3
+$504K
4
DD icon
DuPont de Nemours
DD
+$429K
5
MSFT icon
Microsoft
MSFT
+$419K

Sector Composition

1 Healthcare 16.49%
2 Technology 16.09%
3 Consumer Staples 13.37%
4 Industrials 12.39%
5 Financials 12.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$282K 0.09%
2,484
+100
152
$278K 0.09%
1,443
+100
153
$275K 0.09%
1,930
154
$266K 0.08%
1,000
155
$266K 0.08%
1,250
-100
156
$258K 0.08%
5,125
-293
157
$249K 0.08%
14,000
-650
158
$247K 0.08%
7,440
159
$238K 0.08%
2,700
160
$236K 0.08%
2,335
161
$235K 0.08%
857
-226
162
$231K 0.07%
635
163
$230K 0.07%
2,685
-75
164
$230K 0.07%
5,715
-8,546
165
$227K 0.07%
9,750
-4,670
166
$224K 0.07%
1,890
167
$222K 0.07%
4,946
-100
168
$218K 0.07%
+1,428
169
$218K 0.07%
1,775
170
$213K 0.07%
1,285
171
$210K 0.07%
+1,165
172
$209K 0.07%
+4,588
173
$204K 0.07%
2,612
-26
174
$190K 0.06%
29,690
-10,710
175
$146K 0.05%
12,375
4 5 6
7
8