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
$314M
AUM Growth
+$648K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.55M
3
+$903K
4
WSO icon
Watsco Inc
WSO
+$805K
5
ALC icon
Alcon
ALC
+$785K

Top Sells

1
+$1.49M
2
+$1.49M
3
+$1.41M
4
BIIB icon
Biogen
BIIB
+$857K
5
LLL
L3 Technologies, Inc.
LLL
+$814K

Sector Composition

1 Technology 16.68%
2 Healthcare 15.87%
3 Consumer Staples 13.93%
4 Industrials 12.63%
5 Financials 12.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-5,715
177
– –
-977
178
– –
-29,690
179
– –
-4,125
180
– –
-3,320
181
– –
-857
182
– –
-1,890
4 5 6 7
8