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
$177M
AUM Growth
+$76.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1 +$4.14M
2 +$4.08M
3 +$2.7M
4
XOM icon
Exxon Mobil
XOM
+$2.47M
5
T icon
AT&T
T
+$2.38M

Sector Composition

1 Industrials 10.38%
2 Healthcare 8.7%
3 Financials 8.57%
4 Technology 7.63%
5 Consumer Staples 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-10,305
177
-8,534
178
-14,883
179
-14,117
180
-10,854
181
-6,759
182
-11,794
183
-11,400