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
251
$37K 0.02%
+600
252
$36K 0.02%
+2,550
253
$36K 0.02%
+857
254
$35K 0.02%
+4,243
255
$35K 0.02%
+400
256
$35K 0.02%
+300
257
$34K 0.02%
+300
258
$34K 0.02%
+450
259
$33K 0.02%
+1,719
260
$33K 0.02%
+1,200
261
$33K 0.02%
+325
262
$32K 0.02%
+2,000
263
$32K 0.02%
+560
264
$31K 0.01%
+280
265
$30K 0.01%
+110
266
$30K 0.01%
+510
267
$30K 0.01%
+200
268
$30K 0.01%
+900
269
$30K 0.01%
+200
270
$30K 0.01%
+2,136
271
$28K 0.01%
+1,600
272
$27K 0.01%
+700
273
$27K 0.01%
+290
274
$27K 0.01%
+350
275
$27K 0.01%
+225
9 10
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