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
$391M
AUM Growth
-$434K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.64M
3
+$1.52M
4
PANW icon
Palo Alto Networks
PANW
+$1.24M
5
ILMN icon
Illumina
ILMN
+$1.15M

Top Sells

1
+$1.83M
2
+$1.35M
3
+$781K
4
MSFT icon
Microsoft
MSFT
+$488K
5
AAPL icon
Apple
AAPL
+$380K

Sector Composition

1 Technology 20.95%
2 Healthcare 17.99%
3 Consumer Staples 12.48%
4 Industrials 10.98%
5 Financials 10.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$368K 0.09%
1,350
152
$365K 0.09%
5,220
-280
153
$363K 0.09%
7,253
154
$360K 0.09%
4,635
155
$348K 0.09%
5,131
-600
156
$344K 0.09%
1,984
157
$338K 0.09%
1,000
158
$337K 0.09%
1,922
159
$333K 0.09%
2,518
-150
160
$331K 0.08%
11,180
-160
161
$328K 0.08%
4,525
162
$323K 0.08%
975
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163
$315K 0.08%
2,645
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164
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4,255
165
$301K 0.08%
2,761
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166
$299K 0.08%
7,500
167
$294K 0.08%
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168
$293K 0.08%
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169
$292K 0.07%
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170
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171
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172
$272K 0.07%
5,610
173
$271K 0.07%
7,440
174
$267K 0.07%
797
175
$257K 0.07%
3,620
-300
4 5 6
7
8