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
$340M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1 +$443K
2 +$404K
3 +$312K
4
ADM icon
Archer Daniels Midland
ADM
+$301K
5
STT icon
State Street
STT
+$248K

Top Sells

1 +$483K
2 +$441K
3 +$211K
4
MSFT icon
Microsoft
MSFT
+$209K
5
EL icon
Estee Lauder
EL
+$185K

Sector Composition

1 Technology 17.42%
2 Healthcare 16.53%
3 Consumer Staples 13.36%
4 Industrials 12.77%
5 Financials 12.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$209K 0.06%
+1,032
177
$206K 0.06%
3,414
-16
178
$205K 0.06%
+100
179
$158K 0.05%
12,375
180
$148K 0.04%
21,030
+650
181
-4,865