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
$426M
AUM Growth
-$5.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.55M
3
+$1.45M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.24M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$1.18M

Top Sells

1
+$1.44M
2
+$1.11M
3
+$773K
4
EG icon
Everest Group
EG
+$764K
5
PG icon
Procter & Gamble
PG
+$684K

Sector Composition

1 Technology 22.84%
2 Energy 11.84%
3 Financials 11.06%
4 Healthcare 10.85%
5 Industrials 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NEM icon
76
Newmont
NEM
$124B
$1.13M 0.27%
10,469
-2,200
CRSP icon
77
CRISPR Therapeutics
CRSP
$5.54B
$1.12M 0.26%
23,533
-1,500
BTI icon
78
British American Tobacco
BTI
$124B
$1.11M 0.26%
19,000
-6,000
OTIS icon
79
Otis Worldwide
OTIS
$31.4B
$1.1M 0.26%
14,326
-2,509
IJR icon
80
iShares Core S&P Small-Cap ETF
IJR
$101B
$1.07M 0.25%
8,584
NEE icon
81
NextEra Energy
NEE
$192B
$1.06M 0.25%
11,359
-296
DHR icon
82
Danaher
DHR
$138B
$1.05M 0.25%
5,532
PFF icon
83
iShares Preferred and Income Securities ETF
PFF
$14B
$1.03M 0.24%
33,864
IJH icon
84
iShares Core S&P Mid-Cap ETF
IJH
$116B
$1M 0.24%
14,880
LHX icon
85
L3Harris
LHX
$65.1B
$997K 0.23%
2,889
-19
FICO icon
86
Fair Isaac
FICO
$25.2B
$983K 0.23%
921
AMD icon
87
Advanced Micro Devices
AMD
$448B
$932K 0.22%
4,580
VRTX icon
88
Vertex Pharmaceuticals
VRTX
$112B
$921K 0.22%
2,063
+20
IWP icon
89
iShares Russell Mid-Cap Growth ETF
IWP
$19.9B
$916K 0.22%
+7,150
ORCL icon
90
Oracle
ORCL
$511B
$902K 0.21%
6,131
-441
BMY icon
91
Bristol-Myers Squibb
BMY
$121B
$899K 0.21%
14,829
-1,722
ITW icon
92
Illinois Tool Works
ITW
$78.6B
$890K 0.21%
3,418
+300
EPD icon
93
Enterprise Products Partners
EPD
$79.8B
$875K 0.21%
23,127
GLW icon
94
Corning
GLW
$142B
$870K 0.2%
6,400
-1,040
BRK.B icon
95
Berkshire Hathaway Class B
BRK.B
$1.02T
$867K 0.2%
1,809
+750
SSD icon
96
Simpson Manufacturing
SSD
$7.45B
$852K 0.2%
4,966
+26
MAR icon
97
Marriott International
MAR
$100B
$852K 0.2%
2,605
-244
SYY icon
98
Sysco
SYY
$36.5B
$820K 0.19%
11,502
ABT icon
99
Abbott
ABT
$167B
$811K 0.19%
7,900
-4,556
AFL icon
100
Aflac
AFL
$59.1B
$786K 0.18%
7,160
-148
2 3
4
5 6