IPAM

Investment Partners Asset Management Portfolio holdings

AUM $161M
1-Year Est. Return 19.92%
This Quarter Est. Return
1 Year Est. Return
+19.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
+$5.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$275K
3
+$225K
4
FISV
Fiserv Inc
FISV
+$219K
5
ASML icon
ASML
ASML
+$212K

Top Sells

1
+$322K
2
+$213K
3
+$206K
4
A icon
Agilent Technologies
A
+$202K
5
NVDA icon
NVIDIA
NVDA
+$193K

Sector Composition

1 Technology 23.56%
2 Communication Services 9%
3 Financials 7.53%
4 Healthcare 3.42%
5 Consumer Discretionary 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-10,000
152
– –
-433
153
– –
-1,360
154
– –
-2,803
3 4 5 6
7