IP

Investment Partners Portfolio holdings

AUM $264M
1-Year Est. Return 16.45%
This Quarter Est. Return
1 Year Est. Return
+16.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$90.8M
AUM Growth
+$4.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Sells

1 +$174K
2 +$133K
3 +$127K
4
IBM icon
IBM
IBM
+$69.3K
5
XOM icon
Exxon Mobil
XOM
+$67.8K

Sector Composition

1 Healthcare 6.86%
2 Technology 6.69%
3 Industrials 5.49%
4 Financials 5.44%
5 Consumer Staples 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$3K ﹤0.01%
+86
152
$3K ﹤0.01%
+65
153
-1,305