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
$366M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$416K
2
+$388K
3
+$365K
4
NEM icon
Newmont
NEM
+$355K
5
COST icon
Costco
COST
+$317K

Top Sells

1
+$959K
2
+$660K
3
+$418K
4
GE icon
GE Aerospace
GE
+$275K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$251K

Sector Composition

1 Technology 19.98%
2 Healthcare 16.35%
3 Consumer Staples 12.81%
4 Industrials 11.85%
5 Financials 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$213K 0.06%
+1,800
177
$211K 0.06%
2,222
178
$210K 0.06%
+993
179
$209K 0.06%
+3,150
180
$202K 0.06%
+1,520
181
$202K 0.06%
5,401
-30
182
$201K 0.06%
+245
183
$201K 0.05%
+3,325
184
$200K 0.05%
3,620
185
$113K 0.03%
17,800
-500
186
$60.6K 0.02%
27,075
+5,700
187
$32.5K 0.01%
+10,550
188
– –
-3,339
189
– –
-2,200
190
– –
-9,631
191
– –
-5,285
4 5 6 7
8