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
$380M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$489K
3
+$231K
4
EQNR icon
Equinor
EQNR
+$227K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$198K

Top Sells

1
+$569K
2
+$506K
3
+$495K
4
CI icon
Cigna
CI
+$471K
5
NVO icon
Novo Nordisk
NVO
+$399K

Sector Composition

1 Technology 21.81%
2 Healthcare 15.53%
3 Industrials 12.03%
4 Consumer Staples 11.99%
5 Financials 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$218K 0.06%
1,520
177
$217K 0.06%
1,265
178
$213K 0.06%
800
179
$210K 0.06%
3,325
180
$210K 0.06%
+3,260
181
$210K 0.06%
12,500
182
$209K 0.06%
+2,551
183
$209K 0.05%
1,800
184
$205K 0.05%
+855
185
$203K 0.05%
+1,800
186
$201K 0.05%
+502
187
$125K 0.03%
17,800
188
$55.8K 0.01%
27,075
189
$34.1K 0.01%
10,725
+175
190
$4.62K ﹤0.01%
+11,000
191
– –
-3,620
192
– –
-4,151
193
– –
-2,211
194
– –
-2,944
195
– –
-245
4 5 6 7
8