IP
Investment Partners Portfolio holdings
AUM
$264M
1-Year Return
16.45%
This Quarter Return
-4.15%
1 Year Return
+16.45%
3 Year Return
+58.99%
5 Year Return
+102.9%
10 Year Return
+189.72%
AUM
$336M
AUM Growth
+$131M
(+64%)
Cap. Flow
+$142M
Cap. Flow
% of AUM
42.35%
Top 10 Holdings %
Top 10 Hldgs %
28.86%
Holding
259
New
106
Increased
130
Reduced
17
Closed
2
Top Buys
| 1 |
Apple
AAPL
|
$11.8M |
| 2 |
Trane Technologies
TT
|
$8.84M |
| 3 |
JPMorgan Chase
JPM
|
$6.12M |
| 4 |
Microsoft
MSFT
|
$5.01M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$4.11M |
Top Sells
Sector Composition
| 1 | Technology | 13.63% |
| 2 | Financials | 9.31% |
| 3 | Industrials | 8.71% |
| 4 | Healthcare | 7.32% |
| 5 | Consumer Staples | 5.53% |
