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
$862M
AUM Growth
+$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$37.8M
2
+$20.5M
3
+$12.4M
4
SCHW icon
Charles Schwab
SCHW
+$11.4M
5
BEAV
B/E Aerospace Inc
BEAV
+$8.58M

Top Sells

1
+$26.1M
2
+$15.7M
3
+$8.65M
4
TMO icon
Thermo Fisher Scientific
TMO
+$8.36M
5
SRCL
Stericycle Inc
SRCL
+$8.16M

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
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