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
$4.79B
AUM Growth
+$59.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$140M
2
+$134M
3
+$52.6M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$52.3M
5
AMZN icon
Amazon
AMZN
+$38.3M

Top Sells

1
+$164M
2
+$158M
3
+$98.6M
4
META icon
Meta Platforms (Facebook)
META
+$76.7M
5
ADBE icon
Adobe
ADBE
+$39.9M

Sector Composition

1 Technology 29.93%
2 Financials 16.92%
3 Consumer Discretionary 11.92%
4 Communication Services 11.67%
5 Healthcare 10.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$108M 2.26%
3,462,734
-99,382
27
$84.2M 1.76%
264,383
-5,082
28
$74.8M 1.56%
249,185
+53,851
29
$12M 0.25%
+3,147,655
30
$10.8M 0.23%
257,414
-6,938
31
$9.49M 0.2%
108,446
-2,929
32
$8.47M 0.18%
24,477
-24,474
33
$6.79M 0.14%
73,053
-10,046
34
– –
-468,068
35
– –
-1,323,920
36
– –
-2,139,159
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