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
126
$213K 0.09%
+1,432
127
$208K 0.09%
+6,400
128
$207K 0.09%
+250
129
$206K 0.09%
+3,605
130
$205K 0.09%
+2,980
131
$156K 0.07%
+3,717
132
$150K 0.06%
+30,285
133
$144K 0.06%
+17,957
134
$143K 0.06%
+10,040
135
$72K 0.03%
+1,184
2 3 4 5
6