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
-$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1 +$2.18M
2 +$257K
3 +$219K
4
ROK icon
Rockwell Automation
ROK
+$215K
5
WM icon
Waste Management
WM
+$208K

Top Sells

1 +$1.09M
2 +$665K
3 +$595K
4
LLY icon
Eli Lilly
LLY
+$593K
5
AAPL icon
Apple
AAPL
+$493K

Sector Composition

1 Technology 18.84%
2 Healthcare 17.18%
3 Consumer Staples 13.04%
4 Industrials 11.05%
5 Financials 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-11,250
177
-4,360
178
-1,320
179
-2,200