IP
Investment Partners Portfolio holdings
AUM
$264M
This Quarter Return
+1.74%
1 Year Return
+16.45%
3 Year Return
+58.99%
5 Year Return
+102.9%
10 Year Return
+189.72%
AUM
$177M
AUM Growth
+$177M
(+76%)
Cap. Flow
+$75.1M
Cap. Flow
% of AUM
42.52%
Top 10 Holdings %
Top 10 Hldgs %
20.92%
Holding
183
New
70
Increased
98
Reduced
4
Closed
8
Top Buys
| 1 |
Trane Technologies
TT
|
$4.14M |
| 2 |
JPMorgan Chase
JPM
|
$4.08M |
| 3 |
Apple
AAPL
|
$2.7M |
| 4 |
Exxon Mobil
XOM
|
$2.47M |
| 5 |
AT&T
T
|
$2.38M |
Top Sells
Sector Composition
| 1 | Industrials | 10.38% |
| 2 | Healthcare | 8.7% |
| 3 | Financials | 8.57% |
| 4 | Technology | 7.63% |
| 5 | Consumer Staples | 6.6% |
