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

Top Buys

1
+$125M
2
+$90.9M
3
+$66.3M
4
HDB icon
HDFC Bank
HDB
+$34.6M
5
MSFT icon
Microsoft
MSFT
+$9.59M

Top Sells

1
+$52.3M
2
+$50.7M
3
+$38.6M
4
ADSK icon
Autodesk
ADSK
+$20.9M
5
LIN icon
Linde
LIN
+$14.4M

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
1
2