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
$957M
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$35.6M
2
+$21.3M
3
+$12.7M
4
MDT icon
Medtronic
MDT
+$10.7M
5
TSM icon
TSMC
TSM
+$8.53M

Top Sells

1
+$23.2M
2
+$22.4M
3
+$22.2M
4
VWR
VWR Corporation
VWR
+$17.1M
5
CHKP icon
Check Point Software Technologies
CHKP
+$8.83M

Sector Composition

1 Healthcare 21.74%
2 Communication Services 18.58%
3 Financials 18.23%
4 Technology 13.95%
5 Consumer Discretionary 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-511,836
27
– –
-189,407
28
– –
-682,473
29
– –
-386,211
1
2