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IIP

Intermede Investment Partners Portfolio holdings

AUM $2.16B
1-Year Est. Return 18.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.43B
AUM Growth
-$810M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$84.9M
2
+$66.9M
3
+$60.1M
4
SNPS icon
Synopsys
SNPS
+$57M
5
SE icon
Sea Limited
SE
+$17M

Top Sells

1
+$118M
2
+$113M
3
+$95.8M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$85.8M
5
TSM icon
TSMC
TSM
+$78.8M

Sector Composition

1 Technology 31.07%
2 Financials 18.05%
3 Consumer Discretionary 14.27%
4 Communication Services 10.52%
5 Healthcare 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$195M 8.01%
697,637
-322,052
2
$191M 7.86%
750,911
-260,822
3
$136M 5.59%
558,262
-407,959
4
$120M 4.93%
163,243
-63,188
5
$118M 4.86%
538,902
-153,529
6
$116M 4.76%
203,436
-78,486
7
$105M 4.33%
221,604
-111,921
8
$101M 4.15%
1,058,778
-407,732
9
$94.9M 3.9%
968,454
-372,774
10
$89.5M 3.68%
67,873
-17,525
11
$83.3M 3.42%
1,107,199
-628,164
12
$82.5M 3.39%
+387,894
13
$82.4M 3.39%
321,275
-123,886
14
$76.5M 3.14%
231,789
-160,577
15
$76.3M 3.14%
+221,102
16
$75.7M 3.11%
623,268
-239,923
17
$70.8M 2.91%
346,041
-247,489
18
$66.8M 2.74%
1,955,058
-211,312
19
$65M 2.67%
114,625
-44,143
20
$64.1M 2.63%
1,315,146
-506,920
21
$62.9M 2.58%
917,299
-558,672
22
$58.5M 2.4%
246,710
-149,564
23
$54.8M 2.25%
140,023
-53,892
24
$52.3M 2.15%
+1,334,695
25
$51.2M 2.11%
339,548
-221,778
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