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
$429M
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$1.06M
3
+$977K
4
ASML icon
ASML
ASML
+$411K
5
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$347K

Top Sells

1
+$1.91M
2
+$1.51M
3
+$992K
4
NVDA icon
NVIDIA
NVDA
+$770K
5
IBM icon
IBM
IBM
+$735K

Sector Composition

1 Technology 22.05%
2 Healthcare 16.94%
3 Consumer Staples 12.6%
4 Industrials 11.95%
5 Financials 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$276K 0.06%
+820
177
$272K 0.06%
12,500
178
$259K 0.06%
+1,894
179
$256K 0.06%
747
-50
180
$251K 0.06%
3,715
-4,485
181
$248K 0.06%
3,294
182
$242K 0.06%
1,030
183
$239K 0.06%
3,330
-1,050
184
$235K 0.05%
804
185
$235K 0.05%
1,366
186
$234K 0.05%
495
187
$228K 0.05%
+1,065
188
$226K 0.05%
+1,242
189
$225K 0.05%
+3,125
190
$221K 0.05%
+627
191
$220K 0.05%
1,800
192
$216K 0.05%
1,800
193
$212K 0.05%
4,765
194
$210K 0.05%
1,568
+60
195
$209K 0.05%
589
-90
196
$205K 0.05%
5,850
-250
197
$203K 0.05%
+1,150
198
$122K 0.03%
11,250
199
$91K 0.02%
19,050
-1,500
200
$67K 0.02%
24,400
5 6 7
8
9