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
$4.41B
AUM Growth
+$503M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$126M
2 +$99.1M
3 +$73M
4
HDB icon
HDFC Bank
HDB
+$38.5M
5
MSFT icon
Microsoft
MSFT
+$10.1M

Top Sells

1 +$54.1M
2 +$52.7M
3 +$36.9M
4
ADSK icon
Autodesk
ADSK
+$23.5M
5
LIN icon
Linde
LIN
+$15M

Sector Composition

1 Financials 24.36%
2 Technology 24.03%
3 Healthcare 16.68%
4 Industrials 8.97%
5 Consumer Discretionary 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$72.4M 1.64%
205,537
-10,061
27
$14.1M 0.32%
48,339
+853
28
$10.1M 0.23%
115,114
+27,585
29
$9.77M 0.22%
60,282
-8,712