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
351
$6K ﹤0.01%
+1,000
352
$6K ﹤0.01%
+140
353
$6K ﹤0.01%
+100
354
$5K ﹤0.01%
+47
355
$5K ﹤0.01%
+20
356
$5K ﹤0.01%
+150
357
$5K ﹤0.01%
+33
358
$5K ﹤0.01%
+333
359
$4K ﹤0.01%
+100
360
$4K ﹤0.01%
+50
361
$4K ﹤0.01%
+50
362
$4K ﹤0.01%
+200
363
$3K ﹤0.01%
+200
364
$3K ﹤0.01%
+30
365
$3K ﹤0.01%
+50
366
$3K ﹤0.01%
+200
367
$3K ﹤0.01%
+350
368
$3K ﹤0.01%
+50
369
$3K ﹤0.01%
+200
370
$2K ﹤0.01%
+82
371
$2K ﹤0.01%
+500
372
$2K ﹤0.01%
+100
373
$2K ﹤0.01%
+45
374
$2K ﹤0.01%
+200
375
$2K ﹤0.01%
+75
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