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
$1.8B
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$85.1M
2 +$18.5M
3 +$17.8M
4
TV icon
Televisa
TV
+$9.05M
5
SCHW icon
Charles Schwab
SCHW
+$5.88M

Top Sells

1 +$85.6M
2 +$7.81M
3 +$1.39M
4
CME icon
CME Group
CME
+$1.18M
5
AAPL icon
Apple
AAPL
+$1.16M

Sector Composition

1 Technology 22.73%
2 Financials 22.09%
3 Communication Services 20.17%
4 Healthcare 19.83%
5 Industrials 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-698,457