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
$210M
AUM Growth
-$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$4.92M
2
+$2.47M
3
+$1.82M
4
SIVB
SVB Financial Group
SIVB
+$1.59M
5
LH icon
Labcorp
LH
+$1.48M

Top Sells

1
+$7.07M
2
+$3.11M
3
+$3.05M
4
MKC icon
McCormick & Company Non-Voting
MKC
+$2.04M
5
DIS icon
Walt Disney
DIS
+$2.01M

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
251
$38K 0.02%
+1,630
252
$37K 0.02%
+600
253
$36K 0.02%
+2,550
254
$36K 0.02%
+857
255
$35K 0.02%
+4,243
256
$35K 0.02%
+400
257
$35K 0.02%
+300
258
$34K 0.02%
+300
259
$34K 0.02%
+450
260
$33K 0.02%
+1,719
261
$33K 0.02%
+1,200
262
$33K 0.02%
+325
263
$32K 0.02%
+560
264
$32K 0.02%
+2,000
265
$31K 0.01%
+280
266
$30K 0.01%
+200
267
$30K 0.01%
+900
268
$30K 0.01%
+200
269
$30K 0.01%
+2,136
270
$30K 0.01%
+110
271
$30K 0.01%
+510
272
$28K 0.01%
+1,600
273
$27K 0.01%
+700
274
$27K 0.01%
+350
275
$27K 0.01%
+225
9 10
11
12 13