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
$432M
AUM Growth
+$4.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$879K
3
+$355K
4
EFX icon
Equifax
EFX
+$227K
5
BIPC icon
Brookfield Infrastructure
BIPC
+$220K

Top Sells

1
+$3.67M
2
+$3.1M
3
+$2.47M
4
ABT icon
Abbott
ABT
+$2.02M
5
STAG icon
STAG Industrial
STAG
+$1.41M

Sector Composition

1 Technology 23.96%
2 Healthcare 13.15%
3 Industrials 11.57%
4 Financials 11.16%
5 Consumer Staples 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.06M 0.48%
18,061
-18,398
52
$2.06M 0.48%
81,200
+1,000
53
$2.06M 0.48%
6,750
-1
54
$2.05M 0.48%
+10,733
55
$2.03M 0.47%
6,275
56
$1.99M 0.46%
48,202
-8,198
57
$1.92M 0.44%
23,293
-1,582
58
$1.72M 0.4%
14,225
-1,039
59
$1.7M 0.39%
9,041
-150
60
$1.68M 0.39%
4,143
-50
61
$1.67M 0.39%
6,008
+82
62
$1.66M 0.38%
11,321
-185
63
$1.64M 0.38%
30,086
+3,600
64
$1.57M 0.36%
24,325
-260
65
$1.54M 0.36%
7,626
-15
66
$1.52M 0.35%
9,737
67
$1.48M 0.34%
16,421
68
$1.46M 0.34%
22,117
-390
69
$1.46M 0.34%
2,988
-15
70
$1.38M 0.32%
25,839
-150
71
$1.38M 0.32%
2,359
72
$1.34M 0.31%
12,862
-3,000
73
$1.31M 0.3%
15,555
-100
74
$1.27M 0.29%
4,836
-10,023
75
$1.26M 0.29%
16,000
-500
1 2
3
4 5