Ipswich Investment Management Co., Inc. has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $403 Million distributed in 186 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $27.2M, Apple Inc. with a value of $22.2M, Costco Wholesale Corp with a value of $14.4M, Ishares Russell 3000 ETF with a value of $12.9M, and Alphabet Inc. with a value of $11.7M.
Examining the 13F form we can see an decrease of $15.1M in the current position value, from $419M to 403M.
Below you can find more details about Ipswich Investment Management Co., Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$403 Million
Technology: $100 Million
Financial Services: $50.6 Million
Industrials: $46.7 Million
Healthcare: $45.6 Million
Consumer Defensive: $40.4 Million
Energy: $37.7 Million
Consumer Cyclical: $26 Million
ETFs: $23.4 Million
Other: $32.9 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions