IPAM
Investment Partners Asset Management Portfolio holdings
AUM
$144M
This Quarter Return
+8.92%
1 Year Return
+17.19%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$111M
AUM Growth
+$111M
(+10%)
Cap. Flow
+$3.48M
Cap. Flow
% of AUM
3.14%
Top 10 Holdings %
Top 10 Hldgs %
30.5%
Holding
139
New
13
Increased
45
Reduced
55
Closed
1
Top Buys
| 1 |
Strategy Inc Common Stock Class A
MSTR
|
$443K |
| 2 |
Palo Alto Networks
PANW
|
$350K |
| 3 |
Morgan Stanley
MS
|
$312K |
| 4 |
iShares Biotechnology ETF
IBB
|
$267K |
| 5 |
JPMorgan Equity Premium Income ETF
JEPI
|
$263K |
Top Sells
| 1 |
NVIDIA
NVDA
|
$246K |
| 2 |
Amgen
AMGN
|
$202K |
| 3 |
Microsoft
MSFT
|
$113K |
| 4 |
IGR
CBRE Global Real Estate Income Fund
IGR
|
$111K |
| 5 |
Blackstone
BX
|
$105K |
Sector Composition
| 1 | Technology | 21.52% |
| 2 | Communication Services | 8.67% |
| 3 | Financials | 7.22% |
| 4 | Healthcare | 4.21% |
| 5 | Consumer Discretionary | 3.45% |
