II

Ipswich Investment Management Co., Inc.

13F
Ipswich Investment Management Co., Inc.
Last update 2024-11-06 192 Stocks (9 new)
Value $432.00 Mil Turnover 1 %
Countries:
Top Holdings: MSFT(6.48%)AAPL(4.87%)COST(3.38%)IWV(2.82%)XOM(2.62%)
Portfolio Report
Summary Stock Picks Current Portfolio
Ipswich Investment Management ... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT 		Microsoft Corp
65,026
27980.820
-1.22%
6.480
-0.08%
0.000
+0.95%
-0.60%
3114843.301
Software
AAPL 		Apple Inc
90,320
21044.520
-2.20%
4.870
-0.10%
0.000
+3.52%
-5.42%
3580182.678
Hardware
COST 		Costco Wholesale Corp
16,486
14614.900
-0.24%
3.380
-0.01%
0.000
+4.99%
+2.26%
415906.607
Retail - Defensive
IWV 		iShares Russell 3000 ETF
37,279
12180.170
-0.02%
2.820
0%
0.080
+1.42%
-0.86%
15425.659
 
XOM 		Exxon Mobil Corp
96,652
11329.550
-7.23%
2.620
-0.20%
0.000
-12.77%
-0.96%
468253.372
Oil & Gas
GOOGL 		Alphabet Inc
60,794
10082.690
+0.27%
2.330
+0.01%
0.000
+18.62%
+1.45%
2357015.060
Interactive Media
JPM 		JPMorgan Chase & Co
45,278
9547.350
-0.16%
2.210
0%
0.000
+13.28%
+0.58%
675315.707
Banks
PGR 		Progressive Corp
37,319
9470.180
-0.09%
2.190
0%
0.010
-4.62%
+0.22%
138022.990
Insurance
NVDA 		NVIDIA Corp
76,747
9320.140
-7.78%
2.160
-0.19%
0.000
+0.82%
+1.21%
3328435.900
Semiconductors
AMZN 		Amazon.com Inc
48,822
9097.000
+0.07%
2.110
0%
0.000
+17.30%
-0.21%
2302156.510
Retail - Cyclical

Ipswich Investment Management Co., Inc.'s Historical Top Holdings Breakdowns

Ipswich Investment Management Co., Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ABBV 		AbbVie Inc2024-09-30Reduce
-0.79%
●
163.84 ($186.63) 199.35
$175.17
-6.14%
Reduce -52.19%
17,998
-19,650
UNP 		Union Pacific Corp2024-09-30Reduce
-0.68%
●
221.78 ($242.48) 256.09
$225.21
-7.12%
Reduce -40.31%
18,949
-12,795
ITW 		Illinois Tool Works Inc2024-09-30Reduce
-0.55%
●
233.14 ($246.06) 263.97
$244.90
-0.47%
Reduce -67.45%
4,836
-10,023
SSD 		Simpson Manufacturing Co Inc2024-09-30New Buy
+0.48%
●
162.45 ($179.61) 195.15
$157.97
-12.05%
New holding
10,733
10,733
ABT 		Abbott Laboratories2024-09-30Reduce
-0.45%
●
100.07 ($109.68) 118.13
$112.31
2.40%
Reduce -50.46%
18,061
-18,398
CCI 		Crown Castle Inc2024-06-30Reduce
-0.39%
●
93.05 ($98.49) 104.26
$84.33
-14.38%
Reduce -44.82%
19,173
-15,571
MRK 		Merck & Co Inc2023-09-30Add
+0.38%
●
102.95 ($107.78) 114.33
$99.25
-7.91%
Add 24.95%
66,826
13,345
AMD 		Advanced Micro Devices Inc2024-03-31Reduce
-0.37%
●
135.32 ($174.81) 211.38
$116.04
-33.62%
Reduce -58.52%
7,156
-10,095
AAPL 		Apple Inc2024-03-31Reduce
-0.37%
●
169 ($181.83) 195.18
$236.85
30.26%
Reduce -7.51%
94,122
-7,645
CMI 		Cummins Inc2023-09-30New Buy
+0.35%
●
228.46 ($241.46) 264.99
$354.88
46.97%
New holding
5,675
5,675

Ipswich Investment Management Co., Inc. Total Holding History ($B)

To

Ipswich Investment Management Co., Inc.'s Asset Allocation

To

Ipswich Investment Management Co., Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Ipswich Investment Management Co., Inc.'s Hypothetical Growth since 2024-09-30

Ipswich Investment Management Co., Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Ipswich Investment Management Co., Inc.'s Holdings Heat Map

Size field:

Ipswich Investment Management Co., Inc.'s Holdings Bubble Chart

Ipswich Investment Management Co., Inc. News

  • 1

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