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
$391M
AUM Growth
-$434K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.64M
3
+$1.52M
4
PANW icon
Palo Alto Networks
PANW
+$1.24M
5
ILMN icon
Illumina
ILMN
+$1.15M

Top Sells

1
+$1.83M
2
+$1.35M
3
+$781K
4
MSFT icon
Microsoft
MSFT
+$488K
5
AAPL icon
Apple
AAPL
+$380K

Sector Composition

1 Technology 20.95%
2 Healthcare 17.99%
3 Consumer Staples 12.48%
4 Industrials 10.98%
5 Financials 10.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$249K 0.06%
4,380
177
$248K 0.06%
12,500
178
$234K 0.06%
679
-90
179
$223K 0.06%
1,800
180
$222K 0.06%
+6,100
181
$216K 0.06%
1,775
182
$215K 0.06%
1,800
183
$214K 0.05%
+3,294
184
$210K 0.05%
495
185
$210K 0.05%
1,366
186
$210K 0.05%
1,030
-50
187
$208K 0.05%
798
+100
188
$206K 0.05%
+1,508
189
$206K 0.05%
860
190
$204K 0.05%
+804
191
$202K 0.05%
+4,765
192
$156K 0.04%
20,550
-11,450
193
$120K 0.03%
11,250
-1,125
194
$103K 0.03%
10,600
195
$92K 0.02%
24,400
196
– –
-3,875
197
– –
-1,065
198
– –
-2,700
199
– –
-13,620
200
– –
-1,950
4 5 6 7
8