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
$4.4B
AUM Growth
+$484M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$80.6M
2
+$32.6M
3
+$17.7M
4
DHR icon
Danaher
DHR
+$11.8M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$11.7M

Top Sells

1
+$66.2M
2
+$23.6M
3
+$7.48M
4
SCHW icon
Charles Schwab
SCHW
+$5.1M
5
SPGI icon
S&P Global
SPGI
+$4.38M

Sector Composition

1 Financials 23.83%
2 Technology 23.18%
3 Healthcare 19.96%
4 Communication Services 16.32%
5 Consumer Discretionary 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$80M 1.82%
222,882
-4,605
27
$73.4M 1.67%
741,276
+35,500
28
$58.2M 1.32%
1,592,860
+484,184
29
$15.1M 0.34%
1,058,636
30
$14.6M 0.33%
61,100
31
$11.2M 0.25%
144,492
32
– –
-309,013
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