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
301
$16K 0.01%
+340
302
$16K 0.01%
+750
303
$16K 0.01%
+1,018
304
$16K 0.01%
+708
305
$15K 0.01%
+1,000
306
$15K 0.01%
+590
307
$15K 0.01%
+1,000
308
$14K 0.01%
+325
309
$14K 0.01%
+230
310
$14K 0.01%
+254
311
$14K 0.01%
+120
312
$13K 0.01%
+250
313
$13K 0.01%
+200
314
$12K 0.01%
+100
315
$12K 0.01%
+271
316
$12K 0.01%
+1,147
317
$12K 0.01%
+1,700
318
$12K 0.01%
+100
319
$11K 0.01%
+220
320
$11K 0.01%
+60
321
$11K 0.01%
+425
322
$11K 0.01%
+479
323
$11K 0.01%
+112
324
$11K 0.01%
+11
325
$11K 0.01%
+95
11 12
13
14 15