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
$349M
AUM Growth
+$35.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1 +$1.49M
2 +$386K
3 +$335K
4
ICE icon
Intercontinental Exchange
ICE
+$257K
5
ISRG icon
Intuitive Surgical
ISRG
+$251K

Sector Composition

1 Healthcare 17.53%
2 Technology 17.31%
3 Consumer Staples 12.85%
4 Industrials 12.04%
5 Energy 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$204K 0.06%
1,300
177
$201K 0.06%
12,500
178
$83.4K 0.02%
18,300
179
$50.2K 0.01%
21,375
-2,100
180
-10,000
181
-5,214
182
-2,300