IIP

Intermede Investment Partners Portfolio holdings

AUM $2.16B
1-Year Est. Return 18.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.16B
AUM Growth
-$276M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$162M
2
+$35.2M
3
+$11.5M
4
AVGO icon
Broadcom
AVGO
+$10.1M

Top Sells

1
+$54.5M
2
+$45.1M
3
+$38.3M
4
DHR icon
Danaher
DHR
+$35.6M
5
LIN icon
Linde
LIN
+$29M

Sector Composition

1 Technology 35.22%
2 Financials 17.24%
3 Consumer Discretionary 12.73%
4 Communication Services 11.03%
5 Industrials 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HDB icon
26
HDFC Bank
HDB
$121B
$46.6M 2.16%
1,871,235
-82,450
SE icon
27
Sea Limited
SE
$57B
$7.86M 0.36%
94,868
-4,654
GRAB icon
28
Grab
GRAB
$14.7B
$5.41M 0.25%
1,479,145
-374,879
AON icon
29
Aon
AON
$67.9B
– –
-23,160
DHR icon
30
Danaher
DHR
$125B
– –
-155,305
SNPS icon
31
Synopsys
SNPS
$97.3B
– –
-96,105
VRT icon
32
Vertiv
VRT
$128B
– –
-236,210
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