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
126
$445K 0.11%
4,960
-70
127
$434K 0.1%
1,958
128
$432K 0.1%
4,280
+84
129
$432K 0.1%
6,400
-1,277
130
$410K 0.1%
3,325
131
$400K 0.1%
2,178
+50
132
$392K 0.09%
7,990
133
$391K 0.09%
7,440
134
$391K 0.09%
2,774
-79
135
$377K 0.09%
2,091
136
$364K 0.09%
16,229
-640
137
$356K 0.09%
1,465
-25
138
$351K 0.08%
3,925
139
$347K 0.08%
6,180
140
$347K 0.08%
4,652
141
$344K 0.08%
8,964
+860
142
$337K 0.08%
3,190
143
$331K 0.08%
13,653
144
$329K 0.08%
4,101
145
$326K 0.08%
6,298
-666
146
$324K 0.08%
9,592
-160
147
$319K 0.08%
844
148
$318K 0.08%
3,472
149
$316K 0.08%
3,250
150
$311K 0.08%
1,521
4 5
6
7 8