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
276
$26K 0.01%
1,121
-10,650
277
$26K 0.01%
+400
278
$26K 0.01%
+300
279
$25K 0.01%
+950
280
$25K 0.01%
+600
281
$23K 0.01%
+300
282
$23K 0.01%
+73
283
$23K 0.01%
+315
284
$22K 0.01%
+432
285
$21K 0.01%
+100
286
$21K 0.01%
+600
287
$20K 0.01%
+300
288
$20K 0.01%
+125
289
$20K 0.01%
+1,050
290
$19K 0.01%
+141
291
$19K 0.01%
+255
292
$18K 0.01%
+553
293
$18K 0.01%
+1,300
294
$18K 0.01%
+800
295
$18K 0.01%
+520
296
$17K 0.01%
+334
297
$17K 0.01%
+167
298
$17K 0.01%
+625
299
$17K 0.01%
+500
300
$16K 0.01%
+414
10 11
12
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