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
$333M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.41M
3
+$561K
4
APD icon
Air Products & Chemicals
APD
+$467K
5
NEM icon
Newmont
NEM
+$359K

Top Sells

1
+$1.74M
2
+$1.44M
3
+$1.31M
4
AMZN icon
Amazon
AMZN
+$1.13M
5
TPL icon
Texas Pacific Land
TPL
+$768K

Sector Composition

1 Technology 21.26%
2 Healthcare 17.99%
3 Consumer Staples 13.5%
4 Industrials 11.61%
5 Financials 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.6M 5.57%
139,921
-13,134
2
$18.1M 5.43%
81,400
-5,900
3
$8.3M 2.49%
39,843
-3,240
4
$8.16M 2.45%
36,522
-75
5
$8.03M 2.41%
51,012
-2,163
6
$8M 2.4%
36,593
-2,428
7
$7.45M 2.24%
45,740
-6,940
8
$6.47M 1.94%
46,503
-857
9
$6.02M 1.81%
23,047
-701
10
$5.86M 1.76%
15,558
-18
11
$5.75M 1.73%
65,600
-5,800
12
$5.71M 1.71%
44,931
-3,225
13
$5.36M 1.61%
107,564
-28,821
14
$5.19M 1.56%
24,420
-2,738
15
$5.14M 1.54%
124,768
-2,194
16
$5.04M 1.51%
21,927
-1,058
17
$4.75M 1.43%
28,951
-515
18
$4.43M 1.33%
80,787
-1,635
19
$4.4M 1.32%
28,750
-2,680
20
$4.4M 1.32%
16,536
+929
21
$4.32M 1.3%
43,657
+120
22
$4.23M 1.27%
39,497
+237
23
$4.19M 1.26%
43,862
-2,498
24
$4.09M 1.23%
48,494
-987
25
$4.04M 1.21%
51,754
-2,330
1
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