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
$427M
AUM Growth
+$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$893K
3
+$688K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$442K
5
RCL icon
Royal Caribbean
RCL
+$296K

Top Sells

1
+$2.15M
2
+$1.82M
3
+$1.31M
4
JNJ icon
Johnson & Johnson
JNJ
+$577K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$561K

Sector Composition

1 Technology 21.84%
2 Healthcare 15.42%
3 Industrials 12.56%
4 Consumer Staples 10.69%
5 Financials 10.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$340K 0.08%
5,850
152
$337K 0.08%
3,675
-650
153
$336K 0.08%
7,868
-60
154
$334K 0.08%
3,772
+91
155
$316K 0.07%
810
+80
156
$316K 0.07%
3,250
157
$313K 0.07%
1,849
158
$310K 0.07%
3,408
159
$307K 0.07%
3,364
-298
160
$299K 0.07%
1,520
161
$296K 0.07%
+2,131
162
$292K 0.07%
1,601
+5
163
$291K 0.07%
1,000
164
$290K 0.07%
6,680
165
$289K 0.07%
535
166
$282K 0.07%
2,320
167
$275K 0.06%
800
168
$271K 0.06%
13,025
169
$270K 0.06%
2,868
170
$268K 0.06%
5,373
-1,739
171
$264K 0.06%
+1,487
172
$259K 0.06%
1,800
173
$255K 0.06%
1,858
174
$250K 0.06%
3,139
175
$245K 0.06%
7,440
-200
4 5 6
7
8