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
$1.26B
AUM Growth
+$99.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$44.5M
2
+$31.7M
3
+$13.8M
4
SPGI icon
S&P Global
SPGI
+$11.9M
5
ORCL icon
Oracle
ORCL
+$9.85M

Top Sells

1
+$52M
2
+$8.92M
3
+$4.55M
4
BABA icon
Alibaba
BABA
+$2.56M
5
CME icon
CME Group
CME
+$2.15M

Sector Composition

1 Financials 24.49%
2 Communication Services 19.22%
3 Healthcare 17.95%
4 Technology 16.84%
5 Consumer Discretionary 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.06M 0.16%
78,396
-182,192
27
$382K 0.03%
+2,400
28
– –
-648,808
1
2