IPAM
Investment Partners Asset Management Portfolio holdings
AUM $127M
AUM
$127M
AUM Growth
+$1.26K (+0%)
Cap. Flow
+$4.85M
Cap. Flow % of AUM
3.81%
Top 10 Holdings %Top 10 Hldgs %
29.43%
Holding
157
New
7
Increased
63
Reduced
56
Closed
10
Top Buys
| 1 | $440K | |
| 2 | $408K | |
| 3 | $401K | |
| 4 | $285K | |
| 5 | $280K |
Top Sells
| 1 | $463K | |
| 2 | $300K | |
| 3 | $233K | |
| 4 | $179K | |
| 5 | $144K |
Sector Composition
| 1 | Technology | 21.95% |
| 2 | Communication Services | 8.52% |
| 3 | Financials | 7.42% |
| 4 | Healthcare | 3.45% |
| 5 | Consumer Discretionary | 3.19% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -917 | Closed | – | |||
| $0 | 0% | 0 -9,750 | Closed | – | |||
| $0 | 0% | 0 -1,645 | Closed | – | |||
| $0 | 0% | 0 -12,041 | Closed | – | |||
| $0 | 0% | 0 -18,756 | Closed | – | |||
| $0 | 0% | 0 -1,704 | Closed | – | |||
| $0 | 0% | 0 -12,942 | Closed | – |
