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
101
$776K 0.19%
7,360
-50
102
$774K 0.19%
16,711
103
$747K 0.18%
6,020
-400
104
$731K 0.18%
991
105
$726K 0.18%
2,319
106
$717K 0.17%
23,127
107
$710K 0.17%
1,263
-855
108
$696K 0.17%
2,028
-25
109
$685K 0.17%
4,830
-1,711
110
$677K 0.16%
2,698
-1,960
111
$669K 0.16%
15,450
112
$645K 0.16%
1,630
113
$639K 0.15%
22,275
114
$639K 0.15%
6,648
-90
115
$638K 0.15%
2,210
116
$621K 0.15%
5,610
117
$569K 0.14%
1,048
118
$539K 0.13%
3,250
119
$535K 0.13%
3,362
-2,871
120
$529K 0.13%
1,201
+201
121
$517K 0.12%
4,665
122
$464K 0.11%
913
123
$456K 0.11%
4,150
-100
124
$454K 0.11%
4,525
125
$449K 0.11%
925
3 4
5
6 7