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
$312M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$1.61M
3
+$785K
4
QCOM icon
Qualcomm
QCOM
+$381K
5
IBM icon
IBM
IBM
+$295K

Top Sells

1
+$718K
2
+$707K
3
+$630K
4
JPM icon
JPMorgan Chase
JPM
+$418K
5
INTC icon
Intel
INTC
+$392K

Sector Composition

1 Technology 21.57%
2 Healthcare 18.18%
3 Consumer Staples 13.78%
4 Industrials 11.86%
5 Financials 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.4M 5.88%
87,300
-3,414
2
$17.7M 5.68%
153,055
-6,105
3
$8.48M 2.72%
43,083
-1,412
4
$8.29M 2.66%
52,680
-1,520
5
$7.92M 2.54%
53,175
+375
6
$7.8M 2.5%
39,021
-165
7
$7.16M 2.29%
36,597
+416
8
$7.06M 2.26%
136,385
-7,570
9
$6.58M 2.11%
47,360
-108
10
$5.84M 1.87%
22,985
-169
11
$5.53M 1.77%
15,576
-51
12
$5.37M 1.72%
23,748
-313
13
$5.23M 1.68%
71,400
-920
14
$4.64M 1.49%
48,156
-4,337
15
$4.5M 1.44%
46,360
-900
16
$4.47M 1.43%
27,158
-184
17
$4.36M 1.4%
126,962
18
$4.28M 1.37%
54,084
+209
19
$4.21M 1.35%
29,466
-365
20
$4.12M 1.32%
43,537
-838
21
$4.07M 1.3%
82,422
-675
22
$3.8M 1.22%
15,964
-276
23
$3.75M 1.2%
34,500
24
$3.74M 1.2%
39,902
-612
25
$3.69M 1.18%
32,213
-165
1
2 3 4 5