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
$1.33B
AUM Growth
+$70.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$17.4M
2 +$15.4M
3 +$10.1M
4
TSM icon
TSMC
TSM
+$7.87M
5
AAPL icon
Apple
AAPL
+$3.12M

Top Sells

1 +$40.6M
2 +$13.8M
3 +$8.66M
4
BABA icon
Alibaba
BABA
+$7.61M
5
ECL icon
Ecolab
ECL
+$3.17M

Sector Composition

1 Financials 24.93%
2 Healthcare 19.98%
3 Communication Services 19.32%
4 Technology 18.67%
5 Industrials 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$380K 0.03%
2,400
27
-852,112