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
$403M
AUM Growth
-$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$437K
2
+$400K
3
+$351K
4
NVDA icon
NVIDIA
NVDA
+$332K
5
SSD icon
Simpson Manufacturing
SSD
+$312K

Top Sells

1
+$1.58M
2
+$941K
3
+$892K
4
WM icon
Waste Management
WM
+$565K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$529K

Sector Composition

1 Technology 22.82%
2 Financials 13.52%
3 Healthcare 11.72%
4 Industrials 10.65%
5 Energy 10.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$225K 0.06%
535
177
$220K 0.05%
1,548
178
$215K 0.05%
844
179
$210K 0.05%
+1,690
180
$209K 0.05%
4,000
181
$206K 0.05%
+3,039
182
$205K 0.05%
+2,877
183
$203K 0.05%
+5,945
184
$203K 0.05%
+435
185
$46K 0.01%
14,500
-1,000
186
$4.34K ﹤0.01%
11,000
187
– –
-3,558
188
– –
-4,624
189
– –
-2,919
190
– –
-3,675
191
– –
-2,512
192
– –
-2,259
193
– –
-3,530
194
– –
-17,575
4 5 6 7
8