IIM

Ipswich Investment Management Portfolio holdings

AUM $426M
1-Year Est. Return 24.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$428M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$4.3M
2
+$1.07M
3
+$915K
4
LB
LandBridge Co
LB
+$762K
5
FIX icon
Comfort Systems
FIX
+$352K

Top Sells

1
+$1.47M
2
+$1.41M
3
+$1.26M
4
LMT icon
Lockheed Martin
LMT
+$1.07M
5
HON icon
Honeywell
HON
+$782K

Sector Composition

1 Technology 26.05%
2 Financials 12.66%
3 Healthcare 10.28%
4 Industrials 9.56%
5 Energy 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.76M 1.11%
65,248
-1,097
27
$4.65M 1.09%
16,479
-50
28
$4.33M 1.01%
13,905
+300
29
$4.16M 0.97%
74,995
-17
30
$4.13M 0.96%
49,219
-1,215
31
$4.09M 0.96%
+84,304
32
$3.95M 0.92%
5,908
+388
33
$3.92M 0.92%
46,687
-725
34
$3.74M 0.87%
40,891
-8,395
35
$3.68M 0.86%
15,097
-405
36
$3.36M 0.78%
10,825
+150
37
$3.31M 0.77%
11,740
-1,782
38
$3.3M 0.77%
80,210
-1,442
39
$3.08M 0.72%
21,914
+226
40
$2.58M 0.6%
8,583
41
$2.58M 0.6%
38,833
-2,400
42
$2.47M 0.58%
10,684
-1,054
43
$2.32M 0.54%
5,502
-100
44
$2.32M 0.54%
17,649
-600
45
$2.27M 0.53%
13,552
+27
46
$2.22M 0.52%
11,185
-3,745
47
$2.21M 0.52%
17,212
-915
48
$2.12M 0.49%
17,109
-878
49
$2.02M 0.47%
8,548
+795
50
$1.98M 0.46%
6,505
1
2
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