IAM

Ion Asset Management Portfolio holdings

AUM $1.65B
1-Year Est. Return 14.18%
This Quarter Est. Return
1 Year Est. Return
+14.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$436M
AUM Growth
-$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$14M
2 +$9.22M
3 +$8.82M
4
TSEM icon
Tower Semiconductor
TSEM
+$6.97M
5
EXEL icon
Exelixis
EXEL
+$6.54M

Top Sells

1 +$44.5M
2 +$4.78M
3 +$3.03M
4
LYV icon
Live Nation Entertainment
LYV
+$1.94M
5
RDWR icon
Radware
RDWR
+$1.48M

Sector Composition

1 Technology 83.14%
2 Communication Services 6.91%
3 Energy 5.64%
4 Healthcare 1.91%
5 Financials 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-17,800
27
-27,145
28
0
29
0