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
$4.27B
AUM Growth
-$584M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$141M
2
+$55.1M
3
+$31.7M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$20.9M
5
DHR icon
Danaher
DHR
+$16.7M

Top Sells

1
+$171M
2
+$158M
3
+$133M
4
DSEY
Diversey Holdings, Ltd. Ordinary Shares
DSEY
+$62M
5
AAPL icon
Apple
AAPL
+$38.4M

Sector Composition

1 Technology 30.37%
2 Financials 25.87%
3 Healthcare 20%
4 Communication Services 11.16%
5 Consumer Discretionary 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15.2M 0.36%
1,301,408
-22,495
27
$14.9M 0.35%
45,896
-24,565
28
$9.72M 0.23%
118,271
-62,420
29
– –
-1,119,921
30
– –
-226,803
31
– –
-469,111
32
– –
-4,656,635
1
2