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
1
$231M 7.12%
1,019,689
-48,333
2
$208M 6.4%
1,011,733
-52,492
3
$171M 5.29%
966,221
-50,396
4
$167M 5.15%
226,431
-11,406
5
$158M 4.88%
281,922
-14,680
6
$156M 4.83%
333,525
-22,179
7
$152M 4.68%
692,431
-214,440
8
$134M 4.13%
1,466,510
-76,424
9
$130M 4%
85,398
-4,456
10
$125M 3.86%
1,341,228
-188,180
11
$118M 3.64%
223,797
-11,687
12
$115M 3.56%
445,161
-22,894
13
$114M 3.52%
863,191
-45,063
14
$113M 3.49%
321,840
+35,829
15
$109M 3.35%
593,530
-30,826
16
$108M 3.33%
392,366
-280,264
17
$108M 3.33%
396,274
+30,323
18
$105M 3.24%
1,475,971
+221,344
19
$102M 3.14%
1,735,363
+341,408
20
$95.8M 2.95%
+399,159
21
$91.6M 2.82%
158,768
-8,288
22
$86.3M 2.66%
193,915
-10,130
23
$83M 2.56%
2,166,370
-184,220
24
$81.5M 2.51%
412,623
-21,557
25
$72.1M 2.22%
561,326
-138,165
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