IIP

Intermede Investment Partners Portfolio holdings

AUM $3.24B
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$830M
AUM Growth
+$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$18.4M
3
+$17.9M
4
ECL icon
Ecolab
ECL
+$17.4M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$15M

Top Sells

1
+$26.3M
2
+$17M
3
+$15.2M

Sector Composition

1 Industrials 20.18%
2 Healthcare 19.79%
3 Communication Services 15.07%
4 Technology 12.82%
5 Consumer Discretionary 11.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$51.5M 6.2%
1,381,580
+402,260
2
$51.1M 6.16%
1,674,684
+277,328
3
$44.7M 5.39%
499,990
+147,202
4
$42.2M 5.08%
446,054
+128,014
5
$39.2M 4.72%
1,000,532
+328,084
6
$38.5M 4.64%
467,419
+135,253
7
$38.1M 4.6%
330,574
+96,350
8
$36.8M 4.43%
465,348
+232,216
9
$36.2M 4.36%
483,089
+138,857
10
$35.5M 4.28%
1,073,153
+127,400
11
$34.2M 4.12%
355,663
+103,892
12
$30.1M 3.62%
212,409
+56,931
13
$30M 3.61%
199,785
+57,465
14
$29.7M 3.58%
644,127
+185,589
15
$29.4M 3.54%
367,595
+107,398
16
$29.3M 3.53%
231,931
+18,412
17
$26.1M 3.15%
277,264
+80,381
18
$25.5M 3.07%
199,362
+94,450
19
$23.5M 2.84%
+269,155
20
$23.5M 2.83%
867,265
+330,635
21
$22.9M 2.76%
88,132
+17,742
22
$22.5M 2.71%
668,478
+266,713
23
$20.2M 2.43%
317,099
+91,635
24
$19.6M 2.36%
508,240
+149,256
25
$17.9M 2.16%
+1,900,400
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