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
51
$1.96M 0.46%
5,973
-30
52
$1.95M 0.46%
30,205
+1,300
53
$1.93M 0.45%
36,092
+13,825
54
$1.89M 0.44%
6,727
-474
55
$1.82M 0.43%
6,218
-15
56
$1.79M 0.42%
3,692
-678
57
$1.77M 0.41%
2,943
-50
58
$1.7M 0.4%
44,259
+369
59
$1.67M 0.39%
12,456
-1,500
60
$1.66M 0.39%
4,106
-5
61
$1.63M 0.38%
25,198
+230
62
$1.56M 0.36%
16,437
+36
63
$1.51M 0.35%
7,366
-230
64
$1.44M 0.34%
13,350
65
$1.41M 0.33%
9,101
66
$1.39M 0.32%
19,409
67
$1.38M 0.32%
925
-62
68
$1.38M 0.32%
20,845
69
$1.37M 0.32%
15,125
70
$1.35M 0.32%
55,396
+500
71
$1.34M 0.31%
4,067
72
$1.34M 0.31%
4,036
73
$1.33M 0.31%
25,000
74
$1.32M 0.31%
2,150
75
$1.31M 0.31%
21,930
1 2
3
4 5