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IPSWICH INVESTMENT MANAGEMENT COMPANY ., INC.

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IPSWICH MA Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Ipswich Investment Management Company . is based out of Ipswich. Ipswich Investment Management Company . is a large advisory firm with 250 clients and discretionary assets under management (AUM) of $502,201,237 (Form ADV from 2023-03-30). Their last reported 13F filing for Q4 2023 included $395,528,403 in managed 13F securities and a top 10 holdings concentration of 29.51%. Ipswich Investment Management Company .'s largest holding is Microsoft Corp. with shares held of 67,780. Whalewisdom has at least 62 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
MSFT Microsoft Corp. 6.44%
AAPL Apple Inc 4.95%
COST Costco Co. 2.8%
IWV iShares Russell 3000 2.73%
XOM ExxonMobil Corp. (St 2.67%

2023-12-31

13F Activity

Market Value $396m, Prior: $366m
New Purchases 5 stocks
Added To 39 stocks
Sold out of 3 stocks
Reduced holdings in 80 stocks
Top 10 Holdings % 29.51%
Turnover %[1] 4.3%
Turnover Alt %[2] 1.19%
Time Held Top 20 22.2 quarters
Time Held Top 10 11.7 quarters
Time Held All 28.78 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance