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
$3.46B
AUM Growth
+$1.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$128M
2 +$44.3M
3 +$41.6M
4
MMC icon
Marsh & McLennan
MMC
+$38.3M
5
ZTS icon
Zoetis
ZTS
+$35M

Top Sells

No sells this quarter

Sector Composition

1 Technology 27.52%
2 Financials 22.26%
3 Healthcare 20.02%
4 Communication Services 16.68%
5 Consumer Discretionary 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$39M 1.13%
1,079,636
+342,140
27
$13.6M 0.39%
64,312
+9,599
28
$7.24M 0.21%
878,800