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
$333M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.24M
3
+$532K
4
APD icon
Air Products & Chemicals
APD
+$481K
5
NEM icon
Newmont
NEM
+$370K

Top Sells

1
+$1.58M
2
+$1.41M
3
+$1.27M
4
AMZN icon
Amazon
AMZN
+$1.11M
5
TPL icon
Texas Pacific Land
TPL
+$768K

Sector Composition

1 Technology 21.26%
2 Healthcare 17.99%
3 Consumer Staples 13.5%
4 Industrials 11.61%
5 Financials 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$56K 0.02%
24,400
+2,000
177
– –
-15,300
178
– –
-11,250
179
– –
-1,280
180
– –
-15,150
4 5 6 7
8