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
$313M
AUM Growth
+$7.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$1.05M
3
+$987K
4
DOW icon
Dow Inc
DOW
+$579K
5
DIS icon
Walt Disney
DIS
+$462K

Top Sells

1
+$1.67M
2
+$517K
3
+$504K
4
DD icon
DuPont de Nemours
DD
+$429K
5
MSFT icon
Microsoft
MSFT
+$419K

Sector Composition

1 Healthcare 16.49%
2 Technology 16.09%
3 Consumer Staples 13.37%
4 Industrials 12.39%
5 Financials 12.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.5M 4.31%
100,730
-3,128
2
$11.8M 3.77%
154,000
+1,885
3
$9.38M 3%
189,676
-2,824
4
$9.19M 2.93%
65,971
-362
5
$8.63M 2.76%
51,063
-165
6
$8.07M 2.58%
46,525
-818
7
$7.16M 2.29%
149,526
-2,914
8
$6.43M 2.05%
37,291
-204
9
$6.4M 2.04%
67,640
+360
10
$6.25M 2%
50,208
+275
11
$6.21M 1.98%
55,572
+687
12
$5.43M 1.73%
31,106
-236
13
$5.35M 1.71%
48,775
-500
14
$4.91M 1.57%
26,805
-275
15
$4.76M 1.52%
25,834
+165
16
$4.56M 1.46%
57,013
-708
17
$4.54M 1.45%
58,634
-798
18
$4.54M 1.45%
33,309
-2,405
19
$4.54M 1.45%
26,341
-65
20
$4.45M 1.42%
68,328
+2,436
21
$4.42M 1.41%
16,723
+25
22
$4.32M 1.38%
24,844
-2,896
23
$4.28M 1.37%
29,071
-670
24
$4.24M 1.35%
30,210
+25
25
$4.22M 1.35%
52,740
+1,035
1
2 3 4 5