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
$314M
AUM Growth
+$648K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1 +$1.83M
2 +$1.46M
3 +$920K
4
WSO icon
Watsco Inc
WSO
+$840K
5
ALC icon
Alcon
ALC
+$763K

Top Sells

1 +$1.5M
2 +$1.46M
3 +$1.36M
4
BIIB icon
Biogen
BIIB
+$855K
5
LLL
L3 Technologies, Inc.
LLL
+$814K

Sector Composition

1 Technology 16.68%
2 Healthcare 15.87%
3 Consumer Staples 13.93%
4 Industrials 12.63%
5 Financials 12.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-1,890
177
-29,690
178
-977
179
-5,715
180
-1,285
181
-635
182
-857