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
$403M
AUM Growth
-$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$437K
2
+$400K
3
+$351K
4
NVDA icon
NVIDIA
NVDA
+$332K
5
SSD icon
Simpson Manufacturing
SSD
+$312K

Top Sells

1
+$1.58M
2
+$941K
3
+$892K
4
WM icon
Waste Management
WM
+$565K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$529K

Sector Composition

1 Technology 22.82%
2 Financials 13.52%
3 Healthcare 11.72%
4 Industrials 10.65%
5 Energy 10.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$294K 0.07%
1,788
-62
152
$293K 0.07%
4,652
153
$289K 0.07%
3,325
154
$287K 0.07%
820
155
$285K 0.07%
1,520
156
$284K 0.07%
4,480
-695
157
$284K 0.07%
1,220
158
$284K 0.07%
1,285
-1,010
159
$282K 0.07%
7,214
-2,301
160
$267K 0.07%
7,652
161
$267K 0.07%
2,425
162
$263K 0.07%
3,255
163
$261K 0.06%
855
164
$254K 0.06%
11,450
165
$252K 0.06%
+950
166
$246K 0.06%
3,051
167
$239K 0.06%
845
+35
168
$237K 0.06%
1,625
169
$236K 0.06%
3,250
170
$235K 0.06%
964
171
$234K 0.06%
2,846
172
$231K 0.06%
3,175
173
$230K 0.06%
411
-900
174
$227K 0.06%
1,890
175
$226K 0.06%
1,287
4 5 6
7
8