Portfolio (Quarterly)
Guide ↗
Ipswich Investment Management Co., Inc.
· CIK 0001463753| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | EVEREST GROUP LTD | — | 2,250 | $764K | 0.18% | SOLD |
| 2 | AGM | FEDERAL AGRIC MTG CORP | Financial Services | 1,520 | $267K | 0.06% | SOLD |
| 3 | CEG | CONSTELLATION ENERGY CORP | Utilities | 743 | $262K | 0.06% | SOLD |
| 4 | MRNA | MODERNA INC | Healthcare | 8,435 | $249K | 0.06% | SOLD |
| 5 | BAC | BANK AMERICA CORP | Financial Services | 4,250 | $234K | 0.05% | SOLD |
| 6 | EL | LAUDER ESTEE COS INC | Consumer Defensive | 2,181 | $228K | 0.05% | SOLD |
| 7 | CMG | CHIPOTLE MEXICAN GRILL INC | Consumer Cyclical | 6,050 | $224K | 0.05% | SOLD |
| 8 | MCO | MOODYS CORP | Financial Services | 435 | $222K | 0.05% | SOLD |
| 9 | ZTS | ZOETIS INC | Healthcare | 1,688 | $212K | 0.05% | SOLD |
| 10 | DGRW | WISDOMTREE TR | — | 2,270 | $203K | 0.05% | SOLD |
| 11 | GEHC | GE HEALTHCARE TECHNOLOGIES I | Healthcare | 2,464 | $202K | 0.05% | SOLD |
Sector Allocation
Technology
24.6%
Financial Services
12.5%
Energy
12.1%
Healthcare
11.9%
Industrials
10.9%
Consumer Defensive
8.6%
Communication Services
6.9%
Consumer Cyclical
6.8%
Utilities
2.8%
Basic Materials
2.7%