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

Top Buys

1 +$44.1M
2 +$34M
3 +$13.9M
4
SPGI icon
S&P Global
SPGI
+$12.2M
5
ORCL icon
Oracle
ORCL
+$9.42M

Top Sells

1 +$52M
2 +$9.66M
3 +$4.78M
4
BABA icon
Alibaba
BABA
+$2.49M
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