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
$380M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$481K
3
+$250K
4
EQNR icon
Equinor
EQNR
+$232K
5
LRCX icon
Lam Research
LRCX
+$210K

Top Sells

1
+$725K
2
+$551K
3
+$508K
4
TGT icon
Target
TGT
+$450K
5
NVO icon
Novo Nordisk
NVO
+$395K

Sector Composition

1 Technology 21.81%
2 Healthcare 15.53%
3 Industrials 12.03%
4 Consumer Staples 11.99%
5 Financials 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$322K 0.08%
7,053
-200
152
$318K 0.08%
1,849
153
$297K 0.08%
785
154
$285K 0.08%
993
155
$284K 0.07%
6,826
156
$281K 0.07%
2,320
157
$281K 0.07%
820
158
$274K 0.07%
3,375
-39
159
$269K 0.07%
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160
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535
161
$264K 0.07%
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162
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163
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559
164
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165
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166
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167
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168
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169
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170
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171
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3,390
172
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5,401
173
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2,400
174
$227K 0.06%
2,572
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175
$222K 0.06%
1,900
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4 5 6
7
8