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
$1.03B
AUM Growth
+$77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$49M
2 +$9.32M
3 +$8.67M
4
AGN
Allergan plc
AGN
+$7.96M
5
TJX icon
TJX Companies
TJX
+$6.64M

Top Sells

1 +$23.6M
2 +$23.3M
3 +$3.15M
4
ANSS
Ansys
ANSS
+$2.65M
5
BABA icon
Alibaba
BABA
+$1.92M

Sector Composition

1 Healthcare 21.61%
2 Financials 20.08%
3 Communication Services 17.43%
4 Technology 13.68%
5 Consumer Discretionary 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-296,019