IIM

Ipswich Investment Management Portfolio holdings

AUM $428M
1-Year Est. Return 15.46%
This Quarter Est. Return
1 Year Est. Return
+15.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$210M
AUM Growth
-$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$4.92M
2
+$2.47M
3
+$1.82M
4
SIVB
SVB Financial Group
SIVB
+$1.59M
5
LH icon
Labcorp
LH
+$1.48M

Top Sells

1
+$7.07M
2
+$3.11M
3
+$3.05M
4
MKC icon
McCormick & Company Non-Voting
MKC
+$2.04M
5
DIS icon
Walt Disney
DIS
+$2.01M

Sector Composition

1 Healthcare 18.25%
2 Energy 14.85%
3 Financials 11.96%
4 Industrials 11.07%
5 Consumer Staples 11.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$91K 0.04%
+425
177
$90K 0.04%
+430
178
$89K 0.04%
+1,100
179
$89K 0.04%
+2,735
180
$88K 0.04%
+900
181
$87K 0.04%
+3,626
182
$86K 0.04%
+12,000
183
$86K 0.04%
+2,400
184
$85K 0.04%
+1,000
185
$83K 0.04%
+513
186
$82K 0.04%
+1,849
187
$82K 0.04%
+1,050
188
$81K 0.04%
+2,622
189
$79K 0.04%
+3,467
190
$79K 0.04%
1,008
191
$78K 0.04%
+1,190
192
$78K 0.04%
+565
193
$77K 0.04%
+2,000
194
$77K 0.04%
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195
$77K 0.04%
+3,090
196
$75K 0.04%
+2,800
197
$74K 0.04%
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198
$73K 0.03%
+550
199
$71K 0.03%
+1,085
200
$70K 0.03%
+310
6 7
8
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