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
$414M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$1.52M
3
+$455K
4
STE icon
Steris
STE
+$449K
5
TPL icon
Texas Pacific Land
TPL
+$356K

Top Sells

1
+$868K
2
+$661K
3
+$648K
4
MMM icon
3M
MMM
+$643K
5
PM icon
Philip Morris
PM
+$567K

Sector Composition

1 Technology 25.53%
2 Financials 13.19%
3 Healthcare 10.63%
4 Industrials 10.06%
5 Energy 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.21M 0.29%
24,968
+425
77
$1.2M 0.29%
13,350
78
$1.19M 0.29%
6,037
+8
79
$1.18M 0.29%
25,000
80
$1.14M 0.27%
2,150
81
$1.14M 0.27%
4,170
+472
82
$1.12M 0.27%
4,067
83
$1.04M 0.25%
33,864
-3,500
84
$1.03M 0.25%
9,460
+32
85
$984K 0.24%
9,582
+535
86
$966K 0.23%
3,425
-190
87
$961K 0.23%
3,885
-165
88
$947K 0.23%
2,864
89
$945K 0.23%
7,406
90
$934K 0.23%
15,060
-35
91
$928K 0.22%
10,205
-1,247
92
$900K 0.22%
3,746
+1,929
93
$888K 0.21%
4,875
-3,300
94
$872K 0.21%
8,838
-214
95
$871K 0.21%
11,502
96
$846K 0.2%
3,095
97
$825K 0.2%
14,169
-100
98
$799K 0.19%
11,508
-440
99
$799K 0.19%
2,350
100
$782K 0.19%
2,022
-357
2 3
4
5 6