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
126
$465K 0.11%
5,181
-3,657
127
$455K 0.11%
4,525
128
$452K 0.11%
4,236
-44
129
$441K 0.1%
2,774
130
$440K 0.1%
855
131
$435K 0.1%
3,250
132
$428K 0.1%
+519
133
$418K 0.1%
913
134
$388K 0.09%
4,158
+233
135
$387K 0.09%
8,964
136
$379K 0.09%
2,248
+70
137
$350K 0.08%
844
138
$349K 0.08%
1,465
139
$344K 0.08%
4,101
140
$342K 0.08%
535
141
$329K 0.08%
1,145
142
$328K 0.08%
1,521
143
$326K 0.08%
2,400
144
$323K 0.08%
9,392
-200
145
$322K 0.08%
4,030
-6,175
146
$319K 0.07%
7,090
-900
147
$315K 0.07%
4,652
148
$310K 0.07%
8,026
-35,038
149
$309K 0.07%
+7,050
150
$308K 0.07%
2,071
-20
4 5
6
7 8