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
$428M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$4.3M
2
+$1.07M
3
+$915K
4
LB
LandBridge Co
LB
+$762K
5
FIX icon
Comfort Systems
FIX
+$352K

Top Sells

1
+$1.47M
2
+$1.41M
3
+$1.26M
4
LMT icon
Lockheed Martin
LMT
+$1.07M
5
HON icon
Honeywell
HON
+$782K

Sector Composition

1 Technology 26.05%
2 Financials 12.66%
3 Healthcare 10.28%
4 Industrials 9.56%
5 Energy 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.2M 0.28%
42,388
+30
77
$1.16M 0.27%
4,669
+923
78
$1.12M 0.26%
5,652
-385
79
$1.11M 0.26%
13,169
-1,000
80
$1.11M 0.26%
16,572
-594
81
$1.11M 0.26%
7,276
-130
82
$1.07M 0.25%
33,864
83
$1.02M 0.24%
8,606
-854
84
$1.02M 0.24%
4,283
+113
85
$1.01M 0.24%
3,875
-10
86
$982K 0.23%
15,040
-20
87
$947K 0.22%
11,502
88
$869K 0.2%
11,508
89
$833K 0.19%
2,728
+30
90
$832K 0.19%
4,970
-7,025
91
$829K 0.19%
8,591
-991
92
$826K 0.19%
2,864
93
$823K 0.19%
2,350
94
$822K 0.19%
7,360
95
$816K 0.19%
2,083
-3,525
96
$806K 0.19%
3,095
97
$797K 0.19%
2,921
-504
98
$791K 0.18%
4,875
99
$750K 0.18%
2,319
100
$746K 0.17%
16,551
-160
2 3
4
5 6