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
$348M
AUM Growth
-$55.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$366K
3
+$327K
4
PEP icon
PepsiCo
PEP
+$308K
5
CRM icon
Salesforce
CRM
+$275K

Top Sells

1
+$682K
2
+$591K
3
+$433K
4
ILMN icon
Illumina
ILMN
+$399K
5
ABBV icon
AbbVie
ABBV
+$316K

Sector Composition

1 Technology 19.12%
2 Healthcare 17.91%
3 Consumer Staples 13.24%
4 Industrials 11.39%
5 Financials 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$20K 0.01%
12,050
-4,000
177
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-5,285
178
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179
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-3,300
180
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181
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-945
182
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183
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184
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185
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186
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187
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188
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189
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-4,300
190
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191
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-1,800
4 5 6 7
8