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
$432M
AUM Growth
+$3.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$444K
3
+$406K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$379K
5
PANW icon
Palo Alto Networks
PANW
+$219K

Top Sells

1
+$2.15M
2
+$1.7M
3
+$1.31M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$479K
5
DD icon
DuPont de Nemours
DD
+$422K

Sector Composition

1 Technology 25.66%
2 Financials 12.41%
3 Healthcare 11.34%
4 Industrials 9.12%
5 Energy 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MCD icon
51
McDonald's
MCD
$215B
$1.99M 0.46%
6,519
+14
VTI icon
52
Vanguard Total Stock Market ETF
VTI
$611B
$1.99M 0.46%
5,941
-32
DUK icon
53
Duke Energy
DUK
$99.6B
$1.98M 0.46%
16,890
-219
AMAT icon
54
Applied Materials
AMAT
$321B
$1.89M 0.44%
7,366
QQQ icon
55
Invesco QQQ Trust
QQQ
$423B
$1.79M 0.41%
2,914
-29
ADP icon
56
Automatic Data Processing
ADP
$79.9B
$1.6M 0.37%
6,218
ABT icon
57
Abbott
ABT
$161B
$1.56M 0.36%
12,456
FICO icon
58
Fair Isaac
FICO
$23.2B
$1.56M 0.36%
921
-4
AXP icon
59
American Express
AXP
$218B
$1.49M 0.34%
4,016
-20
OTIS icon
60
Otis Worldwide
OTIS
$30.7B
$1.47M 0.34%
16,835
-24,056
LB
61
LandBridge Co
LB
$1.94B
$1.45M 0.34%
29,644
-6,448
MMM icon
62
3M
MMM
$75.5B
$1.44M 0.33%
9,001
-100
SHEL icon
63
Shell
SHEL
$249B
$1.43M 0.33%
19,409
AVGO icon
64
Broadcom
AVGO
$1.99T
$1.42M 0.33%
4,112
+45
BTI icon
65
British American Tobacco
BTI
$124B
$1.42M 0.33%
25,000
GEV icon
66
GE Vernova
GEV
$309B
$1.41M 0.33%
2,150
HD icon
67
Home Depot
HD
$339B
$1.4M 0.32%
4,056
-50
CCEP icon
68
Coca-Cola Europacific Partners
CCEP
$43.2B
$1.35M 0.31%
14,925
-200
SO icon
69
Southern Company
SO
$106B
$1.35M 0.31%
15,492
-945
CRSP icon
70
CRISPR Therapeutics
CRSP
$5.3B
$1.31M 0.3%
25,033
-165
ROST icon
71
Ross Stores
ROST
$73.1B
$1.31M 0.3%
7,276
EQNR icon
72
Equinor
EQNR
$96.2B
$1.29M 0.3%
54,796
-600
ORCL icon
73
Oracle
ORCL
$507B
$1.28M 0.3%
6,572
-155
STE icon
74
Steris
STE
$21.9B
$1.28M 0.3%
5,039
+370
DHR icon
75
Danaher
DHR
$126B
$1.27M 0.29%
5,532
-120
1 2
3
4 5