IIP

Intermede Investment Partners Portfolio holdings

AUM $3.24B
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16B
AUM Growth
-$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$53.1M
2 +$42.9M
3 +$31.8M
4
EA icon
Electronic Arts
EA
+$24.8M
5
WST icon
West Pharmaceutical
WST
+$22.2M

Top Sells

1 +$42.8M
2 +$37.1M
3 +$35.7M
4
ANSS
Ansys
ANSS
+$23.4M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$16.8M

Sector Composition

1 Financials 25.26%
2 Healthcare 22.39%
3 Technology 17.16%
4 Communication Services 15.44%
5 Consumer Discretionary 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-246,290
27
-1,036,298
28
-891,055