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
+$300K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$652K
3
+$429K
4
GEV icon
GE Vernova
GEV
+$388K
5
PANW icon
Palo Alto Networks
PANW
+$293K

Top Sells

1
+$1.52M
2
+$1.37M
3
+$1.2M
4
NVDA icon
NVIDIA
NVDA
+$528K
5
STAG icon
STAG Industrial
STAG
+$470K

Sector Composition

1 Technology 23.92%
2 Healthcare 14.88%
3 Industrials 11.88%
4 Consumer Staples 10.48%
5 Financials 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$327K 0.08%
4,746
-4,055
152
$323K 0.08%
8,392
153
$321K 0.08%
1,850
+1
154
$320K 0.07%
4,665
-40
155
$311K 0.07%
3,456
-1,748
156
$308K 0.07%
1,775
-112
157
$290K 0.07%
2,320
158
$289K 0.07%
7,440
159
$289K 0.07%
1,420
-190
160
$286K 0.07%
2,088
+230
161
$285K 0.07%
1,561
-40
162
$277K 0.06%
2,854
-14
163
$275K 0.06%
1,520
164
$270K 0.06%
12,975
-50
165
$268K 0.06%
1,487
166
$266K 0.06%
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167
$265K 0.06%
252
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168
$262K 0.06%
3,368
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169
$262K 0.06%
6,680
170
$261K 0.06%
535
171
$260K 0.06%
7,770
-98
172
$253K 0.06%
1,800
173
$244K 0.06%
4,101
174
$242K 0.06%
810
175
$234K 0.05%
3,675
4 5 6
7
8