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
$3.24B
AUM Growth
+$64.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$97.2M
2
+$20.5M
3
+$16.9M
4
ANSS
Ansys
ANSS
+$11.7M
5
CRM icon
Salesforce
CRM
+$8.11M

Top Sells

1
+$80M
2
+$60.9M
3
+$59.4M
4
AMZN icon
Amazon
AMZN
+$42.4M
5
UBER icon
Uber
UBER
+$15.5M

Sector Composition

1 Technology 34.51%
2 Financials 18.3%
3 Consumer Discretionary 11.34%
4 Communication Services 10.44%
5 Industrials 9.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$69.9M 2.15%
1,822,066
-95,147
27
$12M 0.37%
2,392,076
-46,707
28
$9.68M 0.3%
106,092
-2,070
29
$8.56M 0.26%
23,990
-468
30
$7.58M 0.23%
224,405
-4,337
31
– –
-65,595
32
– –
-190,006
33
– –
-208,575
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