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
101
$741K 0.17%
4,580
-250
102
$728K 0.17%
991
103
$723K 0.17%
23,127
104
$714K 0.17%
5,485
-125
105
$704K 0.16%
1,237
-26
106
$702K 0.16%
2,028
107
$666K 0.16%
15,150
-300
108
$664K 0.16%
5,800
-220
109
$631K 0.15%
19,347
-2,928
110
$618K 0.14%
2,210
111
$610K 0.14%
7,440
112
$608K 0.14%
3,250
113
$603K 0.14%
1,630
114
$592K 0.14%
1,677
-345
115
$579K 0.14%
6,602
-46
116
$557K 0.13%
1,201
117
$540K 0.13%
3,225
-100
118
$507K 0.12%
4,565
-100
119
$492K 0.11%
1,958
120
$489K 0.11%
4,150
121
$484K 0.11%
14,416
-1,813
122
$469K 0.11%
4,960
123
$469K 0.11%
1,048
124
$468K 0.11%
2,815
-547
125
$465K 0.11%
925
3 4
5
6 7