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
$340M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$443K
2
+$404K
3
+$312K
4
ADM icon
Archer Daniels Midland
ADM
+$301K
5
STT icon
State Street
STT
+$248K

Top Sells

1
+$483K
2
+$441K
3
+$211K
4
MSFT icon
Microsoft
MSFT
+$209K
5
EL icon
Estee Lauder
EL
+$185K

Sector Composition

1 Technology 17.42%
2 Healthcare 16.53%
3 Consumer Staples 13.36%
4 Industrials 12.77%
5 Financials 12.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$303K 0.09%
34,100
-13,560
152
$302K 0.09%
4,946
153
$285K 0.08%
1,000
154
$283K 0.08%
1,250
155
$277K 0.08%
2,400
156
$269K 0.08%
1,160
-5
157
$268K 0.08%
1,308
+25
158
$268K 0.08%
2,235
159
$268K 0.08%
5,788
160
$267K 0.08%
1,810
-120
161
$263K 0.08%
1,353
-75
162
$255K 0.08%
2,700
163
$248K 0.07%
+3,135
164
$240K 0.07%
2,565
+30
165
$240K 0.07%
9,750
166
$239K 0.07%
805
-215
167
$234K 0.07%
2,795
+90
168
$232K 0.07%
+3,120
169
$231K 0.07%
12,750
-1,250
170
$229K 0.07%
+822
171
$219K 0.06%
5,322
-58
172
$217K 0.06%
3,860
-200
173
$217K 0.06%
7,440
174
$216K 0.06%
+5,604
175
$211K 0.06%
+2,950
4 5 6
7
8