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
76
$1.24M 0.29%
37,364
77
$1.23M 0.29%
7,226
78
$1.19M 0.28%
7,910
79
$1.15M 0.27%
24,538
+173
80
$1.12M 0.26%
6,847
-15
81
$1.09M 0.25%
2,211
-125
82
$1.09M 0.25%
4,026
83
$1.07M 0.25%
6,283
84
$1.06M 0.25%
20,845
-50
85
$1.03M 0.24%
19,985
-270
86
$1.01M 0.23%
2,914
87
$1.01M 0.23%
8,280
-1,600
88
$983K 0.23%
3,590
-50
89
$980K 0.23%
26,295
90
$974K 0.23%
3,270
+40
91
$965K 0.22%
1,863
+28
92
$963K 0.22%
+20,160
93
$950K 0.22%
12,375
94
$949K 0.22%
25,944
+50
95
$944K 0.22%
15,145
-875
96
$919K 0.21%
41,768
-2,766
97
$906K 0.21%
11,602
98
$867K 0.2%
7,415
+1,360
99
$856K 0.2%
4,960
+600
100
$828K 0.19%
7,410
2 3
4
5 6