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
$1.16B
AUM Growth
-$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$54.5M
2
+$40.5M
3
+$34.9M
4
EA icon
Electronic Arts
EA
+$24.8M
5
WST icon
West Pharmaceutical
WST
+$23.5M

Top Sells

1
+$42.8M
2
+$37.1M
3
+$35.7M
4
ANSS
Ansys
ANSS
+$23.9M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$18M

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
1
2