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
$312M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$1.61M
3
+$785K
4
QCOM icon
Qualcomm
QCOM
+$381K
5
IBM icon
IBM
IBM
+$295K

Top Sells

1
+$718K
2
+$707K
3
+$630K
4
JPM icon
JPMorgan Chase
JPM
+$418K
5
INTC icon
Intel
INTC
+$392K

Sector Composition

1 Technology 21.57%
2 Healthcare 18.18%
3 Consumer Staples 13.78%
4 Industrials 11.86%
5 Financials 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$249K 0.08%
+1,984
152
$243K 0.08%
2,550
153
$243K 0.08%
17,300
154
$241K 0.08%
+7,440
155
$235K 0.08%
+1,280
156
$230K 0.07%
14,786
-729
157
$224K 0.07%
+945
158
$221K 0.07%
1,000
159
$218K 0.07%
+5,994
160
$215K 0.07%
+5,900
161
$207K 0.07%
+1,060
162
$206K 0.07%
6,271
163
$206K 0.07%
420
-45
164
$205K 0.07%
+3,945
165
$128K 0.04%
20,000
166
$124K 0.04%
12,375
167
$113K 0.04%
11,250
-2,000
168
$91K 0.03%
11,150
169
$57K 0.02%
15,150
170
$18K 0.01%
22,400
171
– –
-3,280
172
– –
-3,120
3 4 5 6
7