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
$313M
AUM Growth
+$7.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$1M
3
+$909K
4
DOW icon
Dow Inc
DOW
+$620K
5
DIS icon
Walt Disney
DIS
+$438K

Top Sells

1
+$1.67M
2
+$544K
3
+$521K
4
BIIB icon
Biogen
BIIB
+$510K
5
MSFT icon
Microsoft
MSFT
+$397K

Sector Composition

1 Healthcare 16.49%
2 Technology 16.09%
3 Consumer Staples 13.37%
4 Industrials 12.39%
5 Financials 12.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-10,900
177
– –
-3,430
178
– –
-5,184
179
– –
-29,132
180
– –
-1,347
181
– –
-3,970
182
– –
-6,835
4 5 6 7
8