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
$1.25B
AUM Growth
-$83.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$54.2M
2
+$21.8M
3
+$13.3M
4
ANSS
Ansys
ANSS
+$10.7M
5
META icon
Meta Platforms (Facebook)
META
+$8.54M

Top Sells

1
+$13.8M
2
+$11.2M
3
+$8.62M
4
IVR icon
Invesco Mortgage Capital
IVR
+$380K
5
AGN
Allergan plc
AGN
+$143K

Sector Composition

1 Financials 25.55%
2 Healthcare 19.42%
3 Communication Services 18.92%
4 Technology 16.47%
5 Industrials 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$18.9M 1.51%
+81,396
27
$3.78M 0.3%
146,088
+83,624
28
– –
-2,400
1
2