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
$355M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.34M
3
+$2.21M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.36M
5
TGT icon
Target
TGT
+$878K

Top Sells

1
+$3.27M
2
+$2.56M
3
+$1.35M
4
WEC icon
WEC Energy
WEC
+$633K
5
KO icon
Coca-Cola
KO
+$575K

Sector Composition

1 Technology 20.12%
2 Healthcare 17.29%
3 Consumer Staples 12.97%
4 Industrials 11.83%
5 Financials 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$330K 0.09%
1,000
152
$329K 0.09%
672
153
$324K 0.09%
7,440
154
$323K 0.09%
4,255
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155
$322K 0.09%
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-200
156
$319K 0.09%
1,250
157
$309K 0.09%
7,500
158
$304K 0.09%
5,731
-320
159
$303K 0.09%
6,703
160
$298K 0.08%
795
161
$294K 0.08%
2,713
+35
162
$283K 0.08%
2,000
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163
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164
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1,000
165
$260K 0.07%
+4,370
166
$260K 0.07%
5,600
-300
167
$260K 0.07%
547
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168
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169
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170
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171
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172
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2,150
-400
173
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+1,080
174
$237K 0.07%
835
175
$233K 0.07%
945
4 5 6
7
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