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
$429M
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$3.71M
2
+$1.12M
3
+$966K
4
ASML icon
ASML
ASML
+$410K
5
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$334K

Top Sells

1
+$1.69M
2
+$1.49M
3
+$923K
4
APLS icon
Apellis Pharmaceuticals
APLS
+$734K
5
NVDA icon
NVIDIA
NVDA
+$721K

Sector Composition

1 Technology 22.05%
2 Healthcare 16.94%
3 Consumer Staples 12.6%
4 Industrials 11.95%
5 Financials 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-1,775
202
– –
-22,265
203
– –
-10,600
204
– –
-798
205
– –
-860
5 6 7 8
9