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
$2.39B
AUM Growth
+$350M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$76.4M
2
+$70.7M
3
+$51M
4
CRM icon
Salesforce
CRM
+$36.2M
5
BDX icon
Becton Dickinson
BDX
+$23.2M

Top Sells

1
+$59.7M
2
+$54.9M
3
+$44.3M
4
TSM icon
TSMC
TSM
+$29.2M
5
TV icon
Televisa
TV
+$28M

Sector Composition

1 Technology 27.69%
2 Healthcare 22.16%
3 Financials 22.11%
4 Communication Services 15.76%
5 Consumer Discretionary 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.3M 0.47%
+54,713
27
$5.43M 0.23%
878,800
-4,588,024
28
– –
-605,139
29
– –
-1,531,349
1
2