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
+$300K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$652K
3
+$429K
4
GEV icon
GE Vernova
GEV
+$388K
5
PANW icon
Palo Alto Networks
PANW
+$293K

Top Sells

1
+$1.52M
2
+$1.37M
3
+$1.2M
4
NVDA icon
NVIDIA
NVDA
+$528K
5
STAG icon
STAG Industrial
STAG
+$470K

Sector Composition

1 Technology 23.92%
2 Healthcare 14.88%
3 Industrials 11.88%
4 Consumer Staples 10.48%
5 Financials 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$232K 0.05%
800
177
$223K 0.05%
501
178
$217K 0.05%
6,713
+10
179
$214K 0.05%
844
180
$214K 0.05%
1,548
-60
181
$208K 0.05%
4,064
+64
182
$202K 0.05%
2,572
183
$77.6K 0.02%
14,500
184
$32.3K 0.01%
23,075
185
$4.26K ﹤0.01%
11,000
186
– –
-1,800
187
– –
-3,558
188
– –
-1,984
189
– –
-1,000
190
– –
-1,055
191
– –
-2,426
192
– –
-3,050
193
– –
-804
194
– –
-1,524
195
– –
-3,139
196
– –
-5,373
197
– –
-655
4 5 6 7
8