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
$313M
AUM Growth
+$7.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$1M
3
+$909K
4
DOW icon
Dow Inc
DOW
+$620K
5
DIS icon
Walt Disney
DIS
+$438K

Top Sells

1
+$1.67M
2
+$544K
3
+$521K
4
BIIB icon
Biogen
BIIB
+$510K
5
MSFT icon
Microsoft
MSFT
+$397K

Sector Composition

1 Healthcare 16.49%
2 Technology 16.09%
3 Consumer Staples 13.37%
4 Industrials 12.39%
5 Financials 12.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$987K 0.32%
+2,716
77
$982K 0.31%
11,340
+950
78
$973K 0.31%
13,752
79
$920K 0.29%
8,307
-50
80
$917K 0.29%
21,250
81
$915K 0.29%
4,898
-140
82
$880K 0.28%
28,028
-13,664
83
$879K 0.28%
22,625
-390
84
$878K 0.28%
10,471
+615
85
$865K 0.28%
8,730
86
$860K 0.27%
3,250
87
$855K 0.27%
10,889
88
$821K 0.26%
5,208
-24
89
$814K 0.26%
3,320
+10
90
$779K 0.25%
189,840
+1,600
91
$776K 0.25%
6,125
+124
92
$761K 0.24%
11,895
+266
93
$748K 0.24%
9,650
94
$748K 0.24%
15,802
-550
95
$739K 0.24%
13,504
-50
96
$737K 0.24%
14,396
+880
97
$736K 0.24%
3,520
+20
98
$714K 0.23%
12,542
-99
99
$698K 0.22%
4,824
100
$691K 0.22%
8,438
2 3
4
5 6