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
$3.91B
AUM Growth
+$451M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$116M
2
+$90.7M
3
+$79.5M
4
COO icon
Cooper Companies
COO
+$67.8M
5
DHR icon
Danaher
DHR
+$40.9M

Top Sells

1
+$107M
2
+$78.4M
3
+$50.5M
4
TSM icon
TSMC
TSM
+$20M
5
BDX icon
Becton Dickinson
BDX
+$9.08M

Sector Composition

1 Financials 24.24%
2 Technology 23.62%
3 Healthcare 18.59%
4 Communication Services 16.28%
5 Consumer Discretionary 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$66.2M 1.69%
309,013
+9,491
27
$64.1M 1.64%
227,487
-20,800
28
$43.1M 1.1%
1,108,676
+29,040
29
$14.1M 0.36%
61,100
-3,212
30
$10.1M 0.26%
+144,492
31
$9.38M 0.24%
1,058,636
+179,836
32
– –
-352,484
33
– –
-280,558
1
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