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
$3.58B
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$44.3M
2 +$29M
3 +$23.3M
4
CME icon
CME Group
CME
+$17.5M
5
WST icon
West Pharmaceutical
WST
+$16.7M

Top Sells

1 +$140M
2 +$105M
3 +$53.4M
4
BDX icon
Becton Dickinson
BDX
+$41.6M
5
ADSK icon
Autodesk
ADSK
+$9.76M

Sector Composition

1 Financials 28.03%
2 Technology 25.3%
3 Healthcare 20.52%
4 Communication Services 9.57%
5 Energy 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$7.69M 0.21%
84,549
+2,260
27
$7.46M 0.21%
1,637,035
+43,733
28
-1,389,543