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
$429M
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$1.06M
3
+$977K
4
ASML icon
ASML
ASML
+$411K
5
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$347K

Top Sells

1
+$1.91M
2
+$1.51M
3
+$992K
4
NVDA icon
NVIDIA
NVDA
+$770K
5
IBM icon
IBM
IBM
+$735K

Sector Composition

1 Technology 22.05%
2 Healthcare 16.94%
3 Consumer Staples 12.6%
4 Industrials 11.95%
5 Financials 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$386K 0.09%
4,525
152
$377K 0.09%
7,253
153
$377K 0.09%
572
-130
154
$373K 0.09%
5,610
155
$371K 0.09%
7,400
-11,455
156
$370K 0.09%
5,131
157
$370K 0.09%
5,095
-125
158
$363K 0.08%
1,000
159
$363K 0.08%
1,922
160
$350K 0.08%
3,390
161
$349K 0.08%
1,000
162
$340K 0.08%
945
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163
$335K 0.08%
2,700
164
$335K 0.08%
2,495
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165
$334K 0.08%
4,255
166
$334K 0.08%
11,160
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167
$327K 0.08%
+15,445
168
$320K 0.07%
3,440
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169
$319K 0.07%
814
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170
$316K 0.07%
2,761
171
$310K 0.07%
7,500
172
$298K 0.07%
800
173
$295K 0.07%
2,063
-455
174
$280K 0.07%
2,695
175
$277K 0.06%
7,440
5 6
7
8 9