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
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