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
$3.75B
AUM Growth
-$1.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$148M
2
+$4.7M
3
+$2.53M

Top Sells

1
+$85.9M
2
+$81.9M
3
+$77.1M
4
NFLX icon
Netflix
NFLX
+$75.8M
5
WST icon
West Pharmaceutical
WST
+$74.8M

Sector Composition

1 Technology 33.78%
2 Financials 17.3%
3 Communication Services 12.91%
4 Consumer Discretionary 11.4%
5 Industrials 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$81.4M 2.17%
2,548,696
-914,038
27
$69.8M 1.86%
207,034
-57,349
28
$66.9M 1.79%
727,771
-366,302
29
$12.4M 0.33%
323,314
+65,900
30
$11.4M 0.3%
2,420,540
-727,115
31
$9.14M 0.24%
107,350
-1,096
32
$8.72M 0.23%
24,281
-196
33
$8.12M 0.22%
72,300
-753
34
– –
-249,185
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