IIM

INTECH Investment Management Portfolio holdings

AUM $11.2B
1-Year Est. Return 25.04%
This Quarter Est. Return
1 Year Est. Return
+25.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.7B
AUM Growth
-$615M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,583
New
Increased
Reduced
Closed

Top Buys

1
+$60.1M
2
+$56.4M
3
+$53.5M
4
TSLA icon
Tesla
TSLA
+$40.1M
5
AVGO icon
Broadcom
AVGO
+$39.1M

Top Sells

1
+$50.3M
2
+$49.8M
3
+$41.3M
4
UNH icon
UnitedHealth
UNH
+$36.3M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$35.2M

Sector Composition

1 Technology 25.36%
2 Financials 14.35%
3 Healthcare 13.01%
4 Consumer Discretionary 10.79%
5 Industrials 9.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$235K ﹤0.01%
140,129
+50,199
2002
$235K ﹤0.01%
12,969
+3,726
2003
$235K ﹤0.01%
+14,041
2004
$235K ﹤0.01%
+11,177
2005
$235K ﹤0.01%
5,464
+1,478
2006
$235K ﹤0.01%
6,408
-1,874
2007
$234K ﹤0.01%
7,673
+666
2008
$234K ﹤0.01%
2,231
+27
2009
$233K ﹤0.01%
+9,954
2010
$233K ﹤0.01%
2,939
2011
$232K ﹤0.01%
+18,302
2012
$232K ﹤0.01%
+4,421
2013
$232K ﹤0.01%
32,505
+15,231
2014
$232K ﹤0.01%
34,424
+15,463
2015
$232K ﹤0.01%
40,204
+10,805
2016
$232K ﹤0.01%
29,122
+4,898
2017
$231K ﹤0.01%
1,056
-1
2018
$230K ﹤0.01%
+16,239
2019
$230K ﹤0.01%
85,329
+26,026
2020
$230K ﹤0.01%
+9,230
2021
$230K ﹤0.01%
+10,481
2022
$229K ﹤0.01%
5,500
-11,474
2023
$229K ﹤0.01%
114,286
+30,741
2024
$228K ﹤0.01%
8,871
+1,425
2025
$228K ﹤0.01%
34,706
+2,060
79 80
81
82 83