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
$366M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$416K
2
+$388K
3
+$365K
4
NEM icon
Newmont
NEM
+$355K
5
COST icon
Costco
COST
+$317K

Top Sells

1
+$959K
2
+$660K
3
+$418K
4
GE icon
GE Aerospace
GE
+$275K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$251K

Sector Composition

1 Technology 19.98%
2 Healthcare 16.35%
3 Consumer Staples 12.81%
4 Industrials 11.85%
5 Financials 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20M 5.48%
69,473
+1,347
2
$17.6M 4.82%
106,871
-1,441
3
$11.6M 3.17%
105,623
-650
4
$9.45M 2.58%
40,136
+233
5
$8.3M 2.27%
16,707
+638
6
$8.01M 2.19%
51,672
+199
7
$7.85M 2.15%
48,106
+1,096
8
$7.73M 2.11%
97,094
-392
9
$7.46M 2.04%
37,057
-80
10
$6.78M 1.85%
45,613
+1,849
11
$6.15M 1.68%
38,578
+535
12
$6.07M 1.66%
26,920
-472
13
$6.03M 1.65%
21,110
+99
14
$5.93M 1.62%
57,145
-4,030
15
$5.88M 1.61%
45,104
-258
16
$5.75M 1.57%
30,887
+9
17
$5.68M 1.55%
53,364
+710
18
$5.65M 1.54%
17,754
+1,146
19
$5.56M 1.52%
33,371
-457
20
$5.42M 1.48%
37,887
-480
21
$5.09M 1.39%
49,257
-110
22
$4.99M 1.36%
14,047
-111
23
$4.63M 1.26%
54,802
-65
24
$4.61M 1.26%
25,302
+1,270
25
$4.47M 1.22%
18,495
-193
1
2 3 4 5