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

Top Buys

1
+$18.6M
2
+$16M
3
+$11.1M
4
TSM icon
TSMC
TSM
+$7.39M
5
AAPL icon
Apple
AAPL
+$2.88M

Top Sells

1
+$40.6M
2
+$13M
3
+$8.69M
4
BABA icon
Alibaba
BABA
+$8.18M
5
ECL icon
Ecolab
ECL
+$3M

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
1
2