IIM

Ipswich Investment Management Portfolio holdings

AUM $432M
1-Year Est. Return 20.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$210M
AUM Growth
-$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$3.16M
2
+$2.34M
3
+$1.88M
4
SIVB
SVB Financial Group
SIVB
+$1.59M
5
LH icon
Labcorp
LH
+$1.32M

Top Sells

1
+$7.07M
2
+$3.05M
3
+$2.87M
4
NVS icon
Novartis
NVS
+$1.98M
5
MKC icon
McCormick & Company Non-Voting
MKC
+$1.89M

Sector Composition

1 Healthcare 18.25%
2 Energy 14.85%
3 Financials 11.96%
4 Industrials 11.07%
5 Consumer Staples 11.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$50K 0.02%
+350
227
$50K 0.02%
+990
228
$50K 0.02%
+350
229
$49K 0.02%
+1,300
230
$48K 0.02%
+825
231
$48K 0.02%
+3,500
232
$48K 0.02%
+1,000
233
$47K 0.02%
+218
234
$46K 0.02%
+175
235
$46K 0.02%
+400
236
$44K 0.02%
+1,650
237
$44K 0.02%
+3,437
238
$44K 0.02%
+5,100
239
$43K 0.02%
+3,788
240
$43K 0.02%
+500
241
$43K 0.02%
+400
242
$43K 0.02%
+1,386
243
$43K 0.02%
+858
244
$42K 0.02%
+650
245
$41K 0.02%
+400
246
$41K 0.02%
+1,120
247
$40K 0.02%
500
-7,000
248
$39K 0.02%
+967
249
$39K 0.02%
+552
250
$38K 0.02%
+1,630
8 9
10
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