IPAM
Investment Partners Asset Management Portfolio holdings
AUM
$144M
This Quarter Return
+3.93%
1 Year Return
+17.19%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$112M
AUM Growth
+$112M
(+1.4%)
Cap. Flow
+$1.54M
Cap. Flow
% of AUM
1.37%
Top 10 Holdings %
Top 10 Hldgs %
32.88%
Holding
139
New
1
Increased
36
Reduced
50
Closed
6
Top Buys
| 1 |
NVIDIA
NVDA
|
$2.65M |
| 2 |
Chipotle Mexican Grill
CMG
|
$378K |
| 3 |
Global X Variable Rate Preferred ETF
PFFV
|
$267K |
| 4 |
Legg Mason ETF Investment Trust ClearBridge Large Cap Growth Select ETF
LRGE
|
$214K |
| 5 |
IAC Inc
IAC
|
$122K |
Top Sells
| 1 |
Starbucks
SBUX
|
$355K |
| 2 |
Morgan Stanley
MS
|
$312K |
| 3 |
CACG
Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF
CACG
|
$276K |
| 4 |
lululemon athletica
LULU
|
$242K |
| 5 |
Carlyle Group
CG
|
$220K |
Sector Composition
| 1 | Technology | 23.35% |
| 2 | Communication Services | 9.41% |
| 3 | Financials | 6.54% |
| 4 | Healthcare | 3.77% |
| 5 | Consumer Discretionary | 3.04% |
