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
351
$6K ﹤0.01%
+115
352
$6K ﹤0.01%
+144
353
$6K ﹤0.01%
+1,000
354
$6K ﹤0.01%
+140
355
$5K ﹤0.01%
+47
356
$5K ﹤0.01%
+20
357
$5K ﹤0.01%
+150
358
$5K ﹤0.01%
+33
359
$5K ﹤0.01%
+333
360
$4K ﹤0.01%
+50
361
$4K ﹤0.01%
+200
362
$4K ﹤0.01%
+100
363
$4K ﹤0.01%
+50
364
$3K ﹤0.01%
+200
365
$3K ﹤0.01%
+200
366
$3K ﹤0.01%
+30
367
$3K ﹤0.01%
+50
368
$3K ﹤0.01%
+350
369
$3K ﹤0.01%
+50
370
$3K ﹤0.01%
+200
371
$2K ﹤0.01%
+82
372
$2K ﹤0.01%
+500
373
$2K ﹤0.01%
+75
374
$2K ﹤0.01%
+100
375
$2K ﹤0.01%
+45
13 14
15
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