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
$313M
AUM Growth
+$7.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1 +$1.49M
2 +$1.05M
3 +$987K
4
DOW icon
Dow Inc
DOW
+$579K
5
DIS icon
Walt Disney
DIS
+$462K

Top Sells

1 +$1.67M
2 +$517K
3 +$504K
4
DD icon
DuPont de Nemours
DD
+$429K
5
MSFT icon
Microsoft
MSFT
+$419K

Sector Composition

1 Healthcare 16.49%
2 Technology 16.09%
3 Consumer Staples 13.37%
4 Industrials 12.39%
5 Financials 12.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-6,835
177
-3,970
178
-1,347
179
-29,132
180
-5,184
181
-3,430
182
-10,900