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
$830M
AUM Growth
+$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$18.4M
3
+$17.9M
4
ECL icon
Ecolab
ECL
+$17.4M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$15M

Top Sells

1
+$26.3M
2
+$17M
3
+$15.2M

Sector Composition

1 Industrials 20.18%
2 Healthcare 19.79%
3 Communication Services 15.07%
4 Technology 12.82%
5 Consumer Discretionary 11.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$17.4M 2.1%
+156,472
27
$14.6M 1.75%
+519,619
28
– –
-1,408,851
29
– –
-218,210
30
– –
-254,535
1
2