IIM
Ipswich Investment Management Portfolio holdings
AUM
$432M
1-Year Est. Return
20.64%
This Fund
S&P 500
1 Year Est. Return
+20.64%
AUM
$432M
AUM Growth
+$3.69M
(+0.86%)
Holding
192
Top Buys
| 1 | +$2.8M | |
| 2 | +$444K | |
| 3 | +$406K | |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$379K |
| 5 |
Palo Alto Networks
PANW
|
+$219K |
Top Sells
| 1 | +$2.15M | |
| 2 | +$1.7M | |
| 3 | +$1.31M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$479K |
| 5 |
DuPont de Nemours
DD
|
+$422K |
Sector Composition
| 1 | Technology | 25.66% |
| 2 | Financials | 12.41% |
| 3 | Healthcare | 11.34% |
| 4 | Industrials | 9.12% |
| 5 | Energy | 8.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Zoetis
ZTS
$51.7B
| $212K | 0.05% |
1,688
|
|
||
177
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.4B
| $212K | 0.05% |
4,000
|
|
||
178
Walmart Inc
WMT
$982B
| $207K | 0.05% |
+1,857
|
|
||
179
United Parcel Service
UPS
$88.1B
| $206K | 0.05% |
2,075
-350
|
|
||
180
Fastenal
FAST
$54.4B
| $204K | 0.05% |
5,088
+100
|
|
||
181
Travelers Companies
TRV
$66.3B
| $203K | 0.05% |
+701
|
|
||
182
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16B
| $203K | 0.05% |
2,270
|
|
||
183
Akamai
AKAM
$14.6B
| $203K | 0.05% |
+2,326
|
|
||
184
GE HealthCare
GEHC
$34.5B
| $202K | 0.05% |
2,464
-791
|
|
||
185
Transocean
RIG
$6.68B
| $59.9K | 0.01% |
14,500
|
|
||
186
Camden National
CAC
$779M
| – | – |
-8,026
|
|
||
187
Cogent Communications
CCOI
$1.15B
| – | – |
-44,259
|
|
||
188
Equifax
EFX
$25.2B
| – | – |
-964
|
|
||
|
FURY
189
Fury Gold Mines
FURY
$129M
| – | – |
-11,000
|
|
||
190
TotalEnergies
TTE
$163B
| – | – |
-21,930
|
|
||
191
WEC Energy
WEC
$37.8B
| – | – |
-1,812
|
|
||
192
W.R. Berkley
WRB
$26.2B
| – | – |
-2,797
|
|