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
$427M
AUM Growth
+$300K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$652K
3
+$429K
4
GEV icon
GE Vernova
GEV
+$388K
5
PANW icon
Palo Alto Networks
PANW
+$293K

Top Sells

1
+$1.52M
2
+$1.37M
3
+$1.2M
4
NVDA icon
NVIDIA
NVDA
+$528K
5
STAG icon
STAG Industrial
STAG
+$470K

Sector Composition

1 Technology 23.92%
2 Healthcare 14.88%
3 Industrials 11.88%
4 Consumer Staples 10.48%
5 Financials 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$29.4M 6.89%
65,828
-1,006
2
$19.5M 4.55%
92,353
-1,769
3
$14M 3.29%
16,526
-110
4
$12M 2.81%
104,187
-518
5
$11.5M 2.69%
37,287
-331
6
$11M 2.58%
60,629
+790
7
$10.3M 2.41%
83,224
-4,276
8
$10.2M 2.38%
71,117
-1,291
9
$9.43M 2.21%
48,787
+340
10
$9.17M 2.15%
45,351
-193
11
$9.17M 2.15%
55,588
+3,953
12
$8.27M 1.94%
17,857
+5
13
$8.23M 1.93%
66,471
14
$7.76M 1.82%
37,354
-545
15
$7.7M 1.8%
39,606
+6,492
16
$7.56M 1.77%
48,340
+747
17
$7.18M 1.68%
31,744
-1,162
18
$7.15M 1.67%
23,563
+1,415
19
$7.11M 1.66%
33,733
+125
20
$6.98M 1.63%
26,603
-78
21
$6.46M 1.51%
37,648
-50
22
$6.33M 1.48%
43,288
-540
23
$6M 1.4%
13,672
-65
24
$5.9M 1.38%
17,706
-250
25
$5.69M 1.33%
59,126
+245
1
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