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
$414M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$1.52M
3
+$455K
4
STE icon
Steris
STE
+$449K
5
TPL icon
Texas Pacific Land
TPL
+$356K

Top Sells

1
+$868K
2
+$661K
3
+$648K
4
MMM icon
3M
MMM
+$643K
5
PM icon
Philip Morris
PM
+$567K

Sector Composition

1 Technology 25.53%
2 Financials 13.19%
3 Healthcare 10.63%
4 Industrials 10.06%
5 Energy 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.88M 1.18%
49,286
-165
27
$4.79M 1.16%
13,605
+870
28
$4.62M 1.11%
16,529
-37
29
$4.49M 1.08%
5,765
+1,950
30
$4.49M 1.08%
5,603
+176
31
$3.99M 0.96%
13,522
-980
32
$3.75M 0.91%
47,412
-1,508
33
$3.74M 0.9%
50,434
-6,175
34
$3.43M 0.83%
5,520
-2
35
$3.4M 0.82%
81,652
-6,435
36
$3.28M 0.79%
14,072
-1,460
37
$2.92M 0.7%
41,233
-285
38
$2.86M 0.69%
21,688
-2,130
39
$2.75M 0.66%
15,502
-250
40
$2.5M 0.6%
5,608
+90
41
$2.43M 0.59%
18,249
-3,062
42
$2.21M 0.53%
8,583
43
$2.19M 0.53%
18,127
-1,335
44
$2.18M 0.53%
11,738
-2,725
45
$2.12M 0.51%
17,987
46
$2.12M 0.51%
43,890
+1,151
47
$1.97M 0.48%
13,525
-740
48
$1.96M 0.47%
10,675
-155
49
$1.92M 0.46%
6,233
-48
50
$1.9M 0.46%
6,505
1
2
3 4 5