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
151
$308K 0.07%
1,600
-25
152
$297K 0.07%
5,898
-400
153
$287K 0.07%
1,300
154
$273K 0.06%
3,222
-250
155
$272K 0.06%
2,200
156
$268K 0.06%
3,190
157
$265K 0.06%
530
-2,360
158
$263K 0.06%
975
+25
159
$263K 0.06%
4,968
-1,175
160
$255K 0.06%
1,520
161
$247K 0.06%
964
162
$247K 0.06%
1,688
-100
163
$246K 0.06%
4,624
164
$245K 0.06%
820
165
$245K 0.06%
4,988
166
$244K 0.06%
3,255
167
$242K 0.06%
3,175
168
$237K 0.06%
6,050
-130
169
$234K 0.05%
352
-59
170
$234K 0.05%
780
-25
171
$233K 0.05%
9,035
172
$232K 0.05%
9,121
-4,532
173
$231K 0.05%
703
+20
174
$229K 0.05%
3,039
175
$219K 0.05%
4,250
4 5 6
7
8