IP

Invenire Partners Portfolio holdings

AUM $65.3M
1-Year Est. Return 18.17%
This Quarter Est. Return
1 Year Est. Return
-18.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$94.5M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$9.76M
2 +$5.55M
3 +$5.47M
4
TTEC icon
TTEC Holdings
TTEC
+$5.22M
5
UIS icon
Unisys
UIS
+$5.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 27.01%
2 Industrials 20.97%
3 Healthcare 17.58%
4 Consumer Discretionary 10.35%
5 Energy 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.6M 1.7%
+15,219