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
$853M
AUM Growth
-$50.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$24M
2
+$20.6M
3
+$10.1M
4
AGN
Allergan plc
AGN
+$8.67M
5
TSM icon
TSMC
TSM
+$3.37M

Top Sells

1
+$26.1M
2
+$16.6M
3
+$14.5M
4
HDS
HD Supply Holdings, Inc.
HDS
+$14M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$8.81M

Sector Composition

1 Healthcare 21.2%
2 Communication Services 17.39%
3 Financials 17.35%
4 Technology 15.82%
5 Industrials 13.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$17.2M 2.01%
60,545
-15,635
27
$17.1M 2%
682,473
-547,668
28
– –
-1,963,850
1
2