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
$1.61B
AUM Growth
+$357M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$53.9M
2
+$13.5M
3
+$11.4M
4
CME icon
CME Group
CME
+$10.4M
5
SCHW icon
Charles Schwab
SCHW
+$10.4M

Top Sells

1
+$43.3M
2
+$40.2M
3
+$31.3M

Sector Composition

1 Financials 21.85%
2 Communication Services 20.21%
3 Healthcare 18.25%
4 Technology 17.43%
5 Industrials 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-104,117
27
– –
-958,690
28
– –
-872,152
1
2