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
$232M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$6.02M
3
+$5.44M
4
KO icon
Coca-Cola
KO
+$5.36M
5
JNJ icon
Johnson & Johnson
JNJ
+$5.1M

Top Sells

No sells this quarter

Sector Composition

1 Energy 18.09%
2 Industrials 13.44%
3 Healthcare 12.77%
4 Technology 11%
5 Financials 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$373K 0.16%
+6,410
102
$373K 0.16%
+4,824
103
$361K 0.16%
+26,000
104
$311K 0.13%
+4,274
105
$308K 0.13%
+39,840
106
$299K 0.13%
+5,000
107
$298K 0.13%
+2,820
108
$295K 0.13%
+6,153
109
$279K 0.12%
+8,168
110
$267K 0.12%
+24
111
$265K 0.11%
+13,000
112
$263K 0.11%
+8,008
113
$261K 0.11%
+12,440
114
$259K 0.11%
+4,321
115
$251K 0.11%
+5,600
116
$248K 0.11%
+33,000
117
$243K 0.1%
+3,760
118
$242K 0.1%
+5,850
119
$241K 0.1%
+3,300
120
$237K 0.1%
+8,140
121
$237K 0.1%
+3,450
122
$225K 0.1%
+3,820
123
$222K 0.1%
+2,391
124
$220K 0.09%
+6,215
125
$215K 0.09%
+3,400
2 3 4
5
6