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
$3.9B
AUM Growth
-$379M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$59.2M
2 +$16.9M
3 +$13.1M

Top Sells

1 +$147M
2 +$41.7M
3 +$32.1M
4
WST icon
West Pharmaceutical
WST
+$22.3M
5
TV icon
Televisa
TV
+$11.7M

Sector Composition

1 Technology 24.98%
2 Financials 24.75%
3 Healthcare 18.61%
4 Communication Services 7.08%
5 Industrials 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$7.39M 0.19%
87,529
-3,913
27
-1,644,910
28
-2,275,563