IP

Interval Partners Portfolio holdings

AUM $4.67B
1-Year Est. Return 19.16%
This Quarter Est. Return
1 Year Est. Return
+19.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.63B
AUM Growth
+$164M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$63.1M
2
+$48M
3
+$47.4M
4
SGI
Somnigroup International
SGI
+$42M
5
LULU icon
lululemon athletica
LULU
+$41.1M

Top Sells

1
+$57.1M
2
+$49.3M
3
+$46.2M
4
EL icon
Estee Lauder
EL
+$44.3M
5
EMR icon
Emerson Electric
EMR
+$27.1M

Sector Composition

1 Consumer Discretionary 25.58%
2 Financials 23.66%
3 Industrials 19.29%
4 Materials 10.32%
5 Consumer Staples 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
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