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
$4.08B
AUM Growth
+$501M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$237M
2
+$109M
3
+$2.56M
4
HDB icon
HDFC Bank
HDB
+$1.56M
5
AMAT icon
Applied Materials
AMAT
+$1.17M

Top Sells

1
+$29.8M
2
+$27.8M
3
+$20M
4
SPGI icon
S&P Global
SPGI
+$16.7M
5
MRSH
Marsh
MRSH
+$15.4M

Sector Composition

1 Technology 25.56%
2 Financials 21.85%
3 Healthcare 18.92%
4 Communication Services 9.87%
5 Materials 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.5M 0.36%
46,045
+200
27
$11.8M 0.29%
96,210
+10,216
28
$11.2M 0.27%
2,113,694
+476,659
29
$8.15M 0.2%
84,911
+362
1
2