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
$4.28B
AUM Growth
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$56M
2
+$43M
3
+$2.52M
4
LIN icon
Linde
LIN
+$1.42M
5
SLB icon
SLB Ltd
SLB
+$1.4M

Top Sells

1
+$113M
2
+$49.9M
3
+$24.6M
4
COO icon
Cooper Companies
COO
+$24.2M
5
ANSS
Ansys
ANSS
+$18.3M

Sector Composition

1 Technology 25.73%
2 Financials 23.41%
3 Healthcare 18.65%
4 Communication Services 9.86%
5 Materials 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.9M 0.28%
82,147
-14,063
27
$11.7M 0.27%
2,275,563
+161,869
28
$9.04M 0.21%
91,442
+6,531
29
– –
-787,214
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