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
$1.69B
AUM Growth
+$80.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$76M
2 +$7.84M
3 +$6.79M
4
BABA icon
Alibaba
BABA
+$6.01M

Top Sells

1 +$62.3M
2 +$10.8M
3 +$10.2M
4
ECL icon
Ecolab
ECL
+$5.02M
5
MA icon
Mastercard
MA
+$1.78M

Sector Composition

1 Financials 22.26%
2 Healthcare 19.28%
3 Communication Services 19.19%
4 Technology 17.41%
5 Industrials 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-425,529