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
$403M
AUM Growth
-$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$444K
2
+$412K
3
+$361K
4
SSD icon
Simpson Manufacturing
SSD
+$299K
5
NVDA icon
NVIDIA
NVDA
+$284K

Top Sells

1
+$1.55M
2
+$939K
3
+$865K
4
WM icon
Waste Management
WM
+$590K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$503K

Sector Composition

1 Technology 22.82%
2 Financials 13.52%
3 Healthcare 11.72%
4 Industrials 10.65%
5 Consumer Staples 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$225K 0.06%
535
177
$220K 0.05%
1,548
178
$215K 0.05%
844
179
$210K 0.05%
+1,690
180
$209K 0.05%
4,000
181
$206K 0.05%
+3,039
182
$205K 0.05%
+2,877
183
$203K 0.05%
+5,945
184
$203K 0.05%
+435
185
$46K 0.01%
14,500
-1,000
186
$4.34K ﹤0.01%
11,000
187
– –
-3,558
188
– –
-2,259
189
– –
-2,512
190
– –
-3,675
191
– –
-2,919
192
– –
-4,624
193
– –
-17,575
194
– –
-3,530
4 5 6 7
8