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
$414M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$1.52M
3
+$455K
4
STE icon
Steris
STE
+$449K
5
TPL icon
Texas Pacific Land
TPL
+$356K

Top Sells

1
+$868K
2
+$661K
3
+$648K
4
MMM icon
3M
MMM
+$643K
5
PM icon
Philip Morris
PM
+$567K

Sector Composition

1 Technology 25.53%
2 Financials 13.19%
3 Healthcare 10.63%
4 Industrials 10.06%
5 Energy 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$213K 0.05%
2,670
-381
177
$211K 0.05%
4,000
178
$210K 0.05%
3,039
179
$209K 0.05%
+4,988
180
$207K 0.05%
+4,624
181
$205K 0.05%
2,797
-80
182
$204K 0.05%
+2,526
183
$201K 0.05%
+4,250
184
$37.6K 0.01%
14,500
185
$5.39K ﹤0.01%
11,000
186
– –
-1,548
187
– –
-11,450
188
– –
-5,945
189
– –
-1,690
190
– –
-7,652
191
– –
-6,959
192
– –
-1,890
193
– –
-845
194
– –
-4,480
195
– –
-747
4 5 6 7
8