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
$4.73B
AUM Growth
-$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$134M
2
+$27.6M
3
+$25.5M
4
ACN icon
Accenture
ACN
+$16.4M
5
ABNB icon
Airbnb
ABNB
+$14.7M

Top Sells

1
+$81.2M
2
+$56.5M
3
+$46.8M
4
NVDA icon
NVIDIA
NVDA
+$46M
5
SCHW icon
Charles Schwab
SCHW
+$43.7M

Sector Composition

1 Technology 33.88%
2 Financials 18.77%
3 Communication Services 12.14%
4 Consumer Discretionary 10.64%
5 Healthcare 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$98.6M 2.08%
468,068
-31,083
27
$97.4M 2.06%
1,115,757
-74,244
28
$86.6M 1.83%
269,465
-17,883
29
$64.3M 1.36%
195,334
-52,739
30
$14.4M 0.3%
48,951
+6,798
31
$12.5M 0.26%
264,352
+41,380
32
$8.79M 0.19%
111,375
-1,229
33
$6.99M 0.15%
83,099
-912
1
2