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
-$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$286K
3
+$243K
4
ROK icon
Rockwell Automation
ROK
+$233K
5
WM icon
Waste Management
WM
+$215K

Top Sells

1
+$1.38M
2
+$754K
3
+$622K
4
LLY icon
Eli Lilly
LLY
+$581K
5
AAPL icon
Apple
AAPL
+$560K

Sector Composition

1 Technology 18.84%
2 Healthcare 17.18%
3 Consumer Staples 13.04%
4 Industrials 11.05%
5 Financials 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-572
177
– –
-5,000
178
– –
-1,922
179
– –
-3,600
4 5 6 7
8