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
$237M
AUM Growth
+$835K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$2.39M
3
+$364K
4
DHR icon
Danaher
DHR
+$253K
5
SQM icon
Sociedad Química y Minera de Chile
SQM
+$223K

Top Sells

1
+$1.53M
2
+$930K
3
+$344K
4
AMZN icon
Amazon
AMZN
+$336K
5
NFG icon
National Fuel Gas
NFG
+$280K

Sector Composition

1 Healthcare 17.42%
2 Technology 16.77%
3 Energy 12.57%
4 Financials 12.45%
5 Industrials 11.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$100K 0.04%
14,400
152
– –
-3,103
153
– –
-4,572
154
– –
-5,096
155
– –
-4,220
156
– –
-16,660
3 4 5 6
7