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
151
$301K 0.07%
1,145
-75
152
$299K 0.07%
6,143
-1,071
153
$297K 0.07%
1,300
154
$295K 0.07%
1,520
155
$287K 0.07%
535
156
$286K 0.07%
2,400
157
$281K 0.07%
805
-25
158
$279K 0.07%
1,788
159
$270K 0.07%
1,625
160
$268K 0.06%
855
161
$262K 0.06%
950
162
$254K 0.06%
411
163
$250K 0.06%
964
164
$249K 0.06%
+9,035
165
$245K 0.06%
2,425
166
$241K 0.06%
3,255
167
$236K 0.06%
1,287
168
$225K 0.05%
820
169
$224K 0.05%
3,175
170
$222K 0.05%
1,285
171
$220K 0.05%
+683
172
$219K 0.05%
+5,105
173
$218K 0.05%
435
174
$217K 0.05%
+2,200
175
$215K 0.05%
2,846
4 5 6
7
8