IIP

Intermede Investment Partners Portfolio holdings

AUM $2.43B
1-Year Est. Return 17.21%
This Quarter Est. Return
1 Year Est. Return
+17.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$591M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$39.4M
2 +$37.2M
3 +$32.6M
4
MA icon
Mastercard
MA
+$31M
5
HDS
HD Supply Holdings, Inc.
HDS
+$28.4M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 20.93%
2 Healthcare 20.39%
3 Communication Services 15.48%
4 Technology 14.12%
5 Financials 11.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$12M 2.04%
+358,984