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
$223M
AUM Growth
+$2.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$434K
2
+$358K
3
+$212K
4
KLAC icon
KLA
KLAC
+$206K
5
MS icon
Morgan Stanley
MS
+$204K

Top Sells

1
+$701K
2
+$584K
3
+$404K
4
CSCO icon
Cisco
CSCO
+$404K
5
BA icon
Boeing
BA
+$254K

Sector Composition

1 Technology 13.19%
2 Healthcare 6.95%
3 Financials 5.33%
4 Consumer Staples 3.79%
5 Consumer Discretionary 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.26M 0.57%
6,528
+722
52
$1.15M 0.52%
3,443
-205
53
$1.14M 0.51%
42,900
54
$1.13M 0.51%
5,243
55
$1.12M 0.5%
16,087
+80
56
$1.05M 0.47%
18,182
-34
57
$983K 0.44%
5,396
+690
58
$955K 0.43%
20,234
-107
59
$945K 0.42%
14,850
-400
60
$939K 0.42%
71,232
+49
61
$920K 0.41%
1,969
+8
62
$919K 0.41%
899
+1
63
$893K 0.4%
21,650
+98
64
$883K 0.4%
6,042
+14
65
$828K 0.37%
1,497
66
$823K 0.37%
9,034
+6
67
$816K 0.37%
15,792
-221
68
$814K 0.37%
8,201
-40
69
$799K 0.36%
3,939
70
$797K 0.36%
23,882
+2,611
71
$772K 0.35%
1,612
-72
72
$771K 0.35%
6,231
-123
73
$746K 0.34%
6,867
+19
74
$739K 0.33%
7,110
-1,071
75
$698K 0.31%
4,039
+7
1 2
3
4 5