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
$3.91B
AUM Growth
+$451M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$116M
2
+$90.7M
3
+$79.5M
4
COO icon
Cooper Companies
COO
+$67.8M
5
DHR icon
Danaher
DHR
+$40.9M

Top Sells

1
+$107M
2
+$78.4M
3
+$50.5M
4
TSM icon
TSMC
TSM
+$20M
5
BDX icon
Becton Dickinson
BDX
+$9.08M

Sector Composition

1 Financials 24.24%
2 Technology 23.62%
3 Healthcare 18.59%
4 Communication Services 16.28%
5 Consumer Discretionary 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$233M 5.95%
3,571,393
+475,623
2
$211M 5.38%
2,036,420
+66,120
3
$210M 5.38%
1,778,756
-168,886
4
$199M 5.08%
997,177
+205,129
5
$191M 4.88%
935,754
+155,129
6
$188M 4.81%
533,313
+89,324
7
$175M 4.48%
1,112,370
+34,191
8
$171M 4.37%
1,216,969
+248,693
9
$168M 4.29%
910,288
+27,480
10
$164M 4.2%
557,908
+18,021
11
$157M 4.02%
693,518
+28,895
12
$154M 3.94%
432,689
+14,204
13
$149M 3.81%
963,260
+174,840
14
$147M 3.75%
1,202,558
+37,428
15
$144M 3.67%
605,532
-38,275
16
$141M 3.59%
508,812
+11,077
17
$133M 3.39%
1,056,781
+22,406
18
$129M 3.3%
379,936
+12,191
19
$126M 3.21%
1,030,556
+36,153
20
$116M 2.97%
+244,866
21
$90.7M 2.32%
+792,577
22
$84.8M 2.17%
616,998
+20,969
23
$79.5M 2.03%
+576,854
24
$77.9M 1.99%
136,374
-88,439
25
$67.8M 1.73%
+705,776
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