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
$427M
AUM Growth
+$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$893K
3
+$688K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$442K
5
RCL icon
Royal Caribbean
RCL
+$296K

Top Sells

1
+$2.15M
2
+$1.82M
3
+$1.31M
4
JNJ icon
Johnson & Johnson
JNJ
+$577K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$561K

Sector Composition

1 Technology 21.84%
2 Healthcare 15.42%
3 Industrials 12.56%
4 Consumer Staples 10.69%
5 Financials 10.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$238K 0.06%
4,101
-1,000
177
$236K 0.06%
245
178
$233K 0.05%
1,800
179
$228K 0.05%
6,703
180
$222K 0.05%
+3,675
181
$219K 0.05%
+844
182
$215K 0.05%
+804
183
$215K 0.05%
+655
184
$213K 0.05%
501
185
$211K 0.05%
2,426
-245
186
$211K 0.05%
+1,524
187
$211K 0.05%
2,572
188
$209K 0.05%
+1,055
189
$208K 0.05%
+3,050
190
$208K 0.05%
1,984
191
$208K 0.05%
1,608
-300
192
$205K 0.05%
4,000
193
$201K 0.05%
+3,558
194
$91.1K 0.02%
14,500
195
$54.9K 0.01%
23,075
196
$4.62K ﹤0.01%
11,000
197
– –
-1,265
4 5 6 7
8