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
301
$16K 0.01%
+414
302
$16K 0.01%
+340
303
$16K 0.01%
+708
304
$16K 0.01%
+750
305
$16K 0.01%
+1,018
306
$15K 0.01%
+1,000
307
$15K 0.01%
+590
308
$15K 0.01%
+1,000
309
$14K 0.01%
+120
310
$14K 0.01%
+325
311
$14K 0.01%
+230
312
$14K 0.01%
+254
313
$13K 0.01%
+250
314
$13K 0.01%
+200
315
$12K 0.01%
+100
316
$12K 0.01%
+1,700
317
$12K 0.01%
+271
318
$12K 0.01%
+1,147
319
$12K 0.01%
+100
320
$11K 0.01%
+11
321
$11K 0.01%
+95
322
$11K 0.01%
+220
323
$11K 0.01%
+60
324
$11K 0.01%
+425
325
$11K 0.01%
+200
11 12
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