IIP

Intermede Investment Partners Portfolio holdings

AUM $2.43B
1-Year Est. Return 19.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$862M
AUM Growth
+$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$37.7M
2
+$19.6M
3
+$13.8M
4
SCHW icon
Charles Schwab
SCHW
+$12.8M
5
BEAV
B/E Aerospace Inc
BEAV
+$8.88M

Top Sells

1
+$26.1M
2
+$16.1M
3
+$8.55M
4
SRCL
Stericycle Inc
SRCL
+$8.38M
5
TMO icon
Thermo Fisher Scientific
TMO
+$8.35M

Sector Composition

1 Healthcare 21.23%
2 Industrials 21.22%
3 Communication Services 16.08%
4 Technology 12.81%
5 Financials 11.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.7M 1.94%
184,143
-15,219
27
$16M 1.85%
153,583
-78,348
28
$15.6M 1.81%
1,939,600
+39,200
29
$2.36M 0.27%
+77,494
30
– –
-277,264
1
2