IIM
Ipswich Investment Management Portfolio holdings
AUM
$428M
1-Year Est. Return
15.46%
1 Year Est. Return
+15.46%
AUM
$428M
AUM Growth
+$13.7M
(+3.3%)
Holding
190
Top Buys
| 1 | +$4.09M | |
| 2 | +$1.05M | |
| 3 | +$938K | |
| 4 |
LB
LandBridge Co
LB
|
+$738K |
| 5 |
Comfort Systems
FIX
|
+$428K |
Top Sells
| 1 | +$1.38M | |
| 2 | +$1.35M | |
| 3 | +$1.18M | |
| 4 |
Simpson Manufacturing
SSD
|
+$1.18M |
| 5 |
Otis Worldwide
OTIS
|
+$768K |
Sector Composition
| 1 | Technology | 26.05% |
| 2 | Financials | 12.66% |
| 3 | Healthcare | 10.28% |
| 4 | Industrials | 9.56% |
| 5 | Energy | 8.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
W.R. Berkley
WRB
$25.4B
| $214K | 0.05% |
2,797
|
|
||
177
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.8B
| $212K | 0.05% |
4,000
|
|
||
178
WEC Energy
WEC
$34.4B
| $208K | 0.05% |
+1,812
|
|
||
179
Moody's
MCO
$88.6B
| $207K | 0.05% |
435
|
|
||
180
Estee Lauder
EL
$37.9B
| $206K | 0.05% |
2,341
-185
|
|
||
181
United Parcel Service
UPS
$80.5B
| $203K | 0.05% |
2,425
|
|
||
182
Dover
DOV
$26.2B
| $202K | 0.05% |
1,212
-75
|
|
||
183
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.1B
| $202K | 0.05% |
+2,270
|
|
||
184
Transocean
RIG
$4.89B
| $45.2K | 0.01% |
14,500
|
|
||
|
FURY
185
Fury Gold Mines
FURY
$117M
| $7.18K | ﹤0.01% |
11,000
|
|
||
186
Akamai
AKAM
$12B
| – | – |
-2,670
|
|
||
187
DraftKings
DKNG
$16.9B
| – | – |
-5,105
|
|
||
|
FISV
188
Fiserv Inc
FISV
$35.6B
| – | – |
-1,285
|
|
||
189
Mondelez International
MDLZ
$70.9B
| – | – |
-6,400
|
|
||
190
McCormick & Company Voting
MKC.V
$16.9B
| – | – |
-2,846
|
|