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
$314M
AUM Growth
-$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$286K
3
+$243K
4
ROK icon
Rockwell Automation
ROK
+$233K
5
WM icon
Waste Management
WM
+$215K

Top Sells

1
+$1.38M
2
+$754K
3
+$622K
4
LLY icon
Eli Lilly
LLY
+$581K
5
AAPL icon
Apple
AAPL
+$560K

Sector Composition

1 Technology 18.84%
2 Healthcare 17.18%
3 Consumer Staples 13.04%
4 Industrials 11.05%
5 Financials 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$421K 0.13%
7,677
-2
127
$401K 0.13%
11,160
128
$388K 0.12%
4,525
129
$387K 0.12%
2,061
-1
130
$386K 0.12%
4,635
131
$374K 0.12%
4,325
132
$370K 0.12%
4,576
-41
133
$369K 0.12%
1,106
-441
134
$364K 0.12%
1,795
135
$353K 0.11%
4,046
+75
136
$351K 0.11%
6,262
-1,419
137
$333K 0.11%
7,500
138
$333K 0.11%
1,892
-582
139
$330K 0.11%
5,350
+255
140
$327K 0.1%
3,426
-1
141
$325K 0.1%
3,857
142
$304K 0.1%
7,253
143
$298K 0.09%
7,461
+516
144
$296K 0.09%
3,985
-1,923
145
$292K 0.09%
1,428
146
$287K 0.09%
4,151
147
$287K 0.09%
1,000
148
$284K 0.09%
2,860
-2
149
$276K 0.09%
1,002
150
$274K 0.09%
1,025
4 5
6
7 8