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
$333M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.41M
3
+$561K
4
APD icon
Air Products & Chemicals
APD
+$467K
5
NEM icon
Newmont
NEM
+$359K

Top Sells

1
+$1.74M
2
+$1.44M
3
+$1.31M
4
AMZN icon
Amazon
AMZN
+$1.13M
5
TPL icon
Texas Pacific Land
TPL
+$768K

Sector Composition

1 Technology 21.26%
2 Healthcare 17.99%
3 Consumer Staples 13.5%
4 Industrials 11.61%
5 Financials 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$287K 0.09%
6,703
152
$285K 0.09%
1,984
153
$283K 0.08%
2,001
154
$268K 0.08%
7,440
155
$263K 0.08%
12,040
-2,746
156
$262K 0.08%
4,500
-600
157
$258K 0.08%
945
158
$258K 0.08%
5,900
159
$256K 0.08%
3,945
160
$256K 0.08%
2,550
161
$251K 0.08%
1,000
162
$248K 0.07%
+3,678
163
$246K 0.07%
+2,678
164
$242K 0.07%
6,051
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165
$233K 0.07%
710
166
$231K 0.07%
5,994
167
$220K 0.07%
+3,220
168
$214K 0.06%
+795
169
$210K 0.06%
419
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170
$207K 0.06%
835
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171
$205K 0.06%
+2,930
172
$200K 0.06%
+2,700
173
$182K 0.05%
12,500
-7,500
174
$136K 0.04%
11,150
175
$127K 0.04%
12,375
4 5 6
7
8