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
$349M
AUM Growth
+$35.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$386K
3
+$335K
4
ICE icon
Intercontinental Exchange
ICE
+$257K
5
ISRG icon
Intuitive Surgical
ISRG
+$251K

Top Sells

1
+$586K
2
+$548K
3
+$271K
4
NVO icon
Novo Nordisk
NVO
+$254K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$239K

Sector Composition

1 Healthcare 17.53%
2 Technology 17.31%
3 Consumer Staples 12.85%
4 Industrials 12.04%
5 Energy 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$272K 0.08%
2,695
152
$271K 0.08%
1,849
+40
153
$266K 0.08%
1,963
154
$262K 0.08%
539
155
$261K 0.07%
3,068
156
$260K 0.07%
14,075
-1,170
157
$258K 0.07%
805
-9
158
$258K 0.07%
1,000
159
$257K 0.07%
+2,509
160
$255K 0.07%
4,151
161
$251K 0.07%
3,339
-646
162
$251K 0.07%
+945
163
$250K 0.07%
+2,400
164
$247K 0.07%
2,380
165
$247K 0.07%
+1,365
166
$244K 0.07%
+4,360
167
$238K 0.07%
7,440
168
$226K 0.06%
+555
169
$224K 0.06%
5,431
170
$220K 0.06%
+1,451
171
$215K 0.06%
2,944
172
$212K 0.06%
+3,620
173
$209K 0.06%
+2,200
174
$208K 0.06%
+2,222
175
$208K 0.06%
+5,285
4 5 6
7
8