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
$333M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1 +$2.06M
2 +$1.41M
3 +$561K
4
APD icon
Air Products & Chemicals
APD
+$467K
5
NEM icon
Newmont
NEM
+$359K

Top Sells

1 +$1.74M
2 +$1.44M
3 +$1.31M
4
AMZN icon
Amazon
AMZN
+$1.13M
5
TPL icon
Texas Pacific Land
TPL
+$768K

Sector Composition

1 Technology 21.26%
2 Healthcare 17.99%
3 Consumer Staples 13.5%
4 Industrials 11.61%
5 Financials 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$56K 0.02%
24,400
+2,000
177
-15,150
178
-1,280
179
-11,250
180
-5,100