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
$3.61B
AUM Growth
-$666M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$188M
2
+$36.2M
3
+$21M
4
DIS icon
Walt Disney
DIS
+$13M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.1M

Top Sells

1
+$185M
2
+$74.3M
3
+$19.5M
4
DOX icon
Amdocs
DOX
+$2.75M

Sector Composition

1 Technology 31.29%
2 Financials 26.38%
3 Healthcare 20.74%
4 Communication Services 10.54%
5 Consumer Discretionary 4.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.5M 0.37%
1,650,478
+349,070
27
$7.1M 0.2%
85,241
-33,030
28
– –
-1,057,062
29
– –
-620,921
1
2