IP

Investment Partners Portfolio holdings

AUM $284M
1-Year Est. Return 17.51%
This Quarter Est. Return
1 Year Est. Return
+17.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$180K
AUM Growth
-$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$4.25K
2
+$1.44K
3
+$1.21K
4
MTUS icon
Metallus
MTUS
+$934
5
MFC icon
Manulife Financial
MFC
+$515

Top Sells

1
+$1.02M
2
+$756K
3
+$719K
4
ALL icon
Allstate
ALL
+$573K
5
LMT icon
Lockheed Martin
LMT
+$522K

Sector Composition

1 Financials 5.92%
2 Technology 5.61%
3 Consumer Staples 4.04%
4 Communication Services 3.02%
5 Healthcare 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.85K 1.03%
19,768
+184
27
$1.6K 0.89%
9,704
+9
28
$1.6K 0.89%
91,640
+4,110
29
$1.49K 0.83%
11,221
+69
30
$1.44K 0.8%
+3,919
31
$1.43K 0.79%
16,004
32
$1.42K 0.79%
12,086
-170
33
$1.39K 0.77%
11,521
+4
34
$1.36K 0.75%
34,869
+39
35
$1.35K 0.75%
6,296
-11
36
$1.27K 0.71%
19,018
-464
37
$1.26K 0.7%
27,942
+292
38
$1.22K 0.68%
42,156
-468
39
$1.21K 0.67%
+8,559
40
$1.16K 0.64%
36,050
+1
41
$1.13K 0.62%
6,737
+30
42
$934 0.52%
+9,046
43
$888 0.49%
13,105
-189
44
$887 0.49%
33,868
45
$793 0.44%
4,738
+22
46
$790 0.44%
34,453
+1,841
47
$766 0.43%
28,527
+90
48
$700 0.39%
13,393
+373
49
$691 0.38%
5,019
+1
50
$620 0.34%
6,552
+21
1
2
3 4 5