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
$380M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$489K
3
+$231K
4
EQNR icon
Equinor
EQNR
+$227K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$198K

Top Sells

1
+$569K
2
+$506K
3
+$495K
4
CI icon
Cigna
CI
+$471K
5
NVO icon
Novo Nordisk
NVO
+$399K

Sector Composition

1 Technology 21.81%
2 Healthcare 15.53%
3 Industrials 12.03%
4 Consumer Staples 11.99%
5 Financials 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$322K 0.08%
7,053
-200
152
$318K 0.08%
1,849
153
$297K 0.08%
785
154
$285K 0.08%
993
155
$284K 0.07%
6,826
156
$281K 0.07%
2,320
157
$281K 0.07%
820
158
$274K 0.07%
3,375
-39
159
$269K 0.07%
1,948
160
$269K 0.07%
535
161
$264K 0.07%
14,025
-300
162
$261K 0.07%
7,440
163
$257K 0.07%
559
164
$253K 0.07%
2,968
-100
165
$250K 0.07%
+5,850
166
$249K 0.07%
4,758
-1,605
167
$240K 0.06%
680
168
$238K 0.06%
3,150
169
$236K 0.06%
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170
$236K 0.06%
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171
$234K 0.06%
3,390
172
$231K 0.06%
5,401
173
$229K 0.06%
2,400
174
$227K 0.06%
2,572
+350
175
$222K 0.06%
1,900
-750
4 5 6
7
8