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
$254M
AUM Growth
-$85.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1 +$1.61M
2 +$289K
3 +$279K
4
BTI icon
British American Tobacco
BTI
+$205K
5
PFE icon
Pfizer
PFE
+$177K

Top Sells

1 +$1.3M
2 +$1.01M
3 +$1M
4
RTX icon
RTX Corp
RTX
+$795K
5
CB icon
Chubb
CB
+$776K

Sector Composition

1 Technology 20.47%
2 Healthcare 17.57%
3 Consumer Staples 15.02%
4 Industrials 11.78%
5 Financials 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$205K 0.08%
3,050
-200
152
$204K 0.08%
9,125
-625
153
$162K 0.06%
+13,300
154
$152K 0.06%
38,500
-20,500
155
$121K 0.05%
12,375
156
$75K 0.03%
13,250
+500
157
$57K 0.02%
+15,150
158
$54K 0.02%
+10,025
159
$23K 0.01%
15,050
-5,980
160
-1,810
161
-3,995
162
-2,565
163
-3,860
164
-3,135
165
-6,400
166
-8,438
167
-1,032
168
-3,280
169
-1,491
170
-5,604
171
-5,322
172
-3,414
173
-2,950
174
-2,235
175
-2,795