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
$391M
AUM Growth
-$434K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.64M
3
+$1.52M
4
PANW icon
Palo Alto Networks
PANW
+$1.24M
5
ILMN icon
Illumina
ILMN
+$1.15M

Top Sells

1
+$1.83M
2
+$1.35M
3
+$781K
4
MSFT icon
Microsoft
MSFT
+$488K
5
AAPL icon
Apple
AAPL
+$380K

Sector Composition

1 Technology 20.95%
2 Healthcare 17.99%
3 Consumer Staples 12.48%
4 Industrials 10.98%
5 Financials 10.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22M 5.62%
77,910
-1,730
2
$17M 4.35%
120,059
-2,685
3
$9.95M 2.55%
39,047
-1,017
4
$8.87M 2.27%
66,380
-1,860
5
$8.58M 2.2%
53,138
-40
6
$8.51M 2.18%
51,973
+4,182
7
$8.42M 2.16%
37,813
+80
8
$8.12M 2.08%
49,460
+1,020
9
$7.91M 2.02%
40,364
+230
10
$7.72M 1.98%
17,181
+68
11
$7.29M 1.87%
22,785
-338
12
$7.07M 1.81%
120,153
-642
13
$6.6M 1.69%
47,240
-17
14
$5.68M 1.46%
29,575
+326
15
$5.28M 1.35%
17,609
+120
16
$5.25M 1.34%
34,691
-35
17
$5.22M 1.34%
24,578
-170
18
$5.17M 1.32%
50,943
-980
19
$4.97M 1.27%
103,540
-1,488
20
$4.59M 1.17%
55,735
+3,606
21
$4.51M 1.16%
49,953
+3,235
22
$4.48M 1.15%
11,649
-617
23
$4.46M 1.14%
20,992
-968
24
$4.4M 1.13%
14,999
+20
25
$4.26M 1.09%
16,104
+826
1
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