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
$366M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$416K
2
+$388K
3
+$365K
4
NEM icon
Newmont
NEM
+$355K
5
COST icon
Costco
COST
+$317K

Top Sells

1
+$959K
2
+$660K
3
+$418K
4
GE icon
GE Aerospace
GE
+$275K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$251K

Sector Composition

1 Technology 19.98%
2 Healthcare 16.35%
3 Consumer Staples 12.81%
4 Industrials 11.85%
5 Financials 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$293K 0.08%
1,000
152
$286K 0.08%
785
-20
153
$280K 0.08%
+3,414
154
$280K 0.08%
4,360
155
$269K 0.07%
3,068
156
$268K 0.07%
535
-20
157
$264K 0.07%
1,984
158
$264K 0.07%
559
+20
159
$262K 0.07%
7,440
160
$262K 0.07%
14,325
+250
161
$261K 0.07%
1,948
-15
162
$259K 0.07%
+6,826
163
$255K 0.07%
2,320
-60
164
$252K 0.07%
3,390
165
$248K 0.07%
800
166
$243K 0.07%
2,400
167
$241K 0.07%
945
168
$232K 0.06%
4,151
169
$231K 0.06%
2,211
-298
170
$229K 0.06%
12,500
171
$227K 0.06%
+680
172
$226K 0.06%
1,265
-100
173
$223K 0.06%
1,451
174
$223K 0.06%
+820
175
$217K 0.06%
2,944
4 5 6
7
8