IAM

Ion Asset Management Portfolio holdings

AUM $818M
1-Year Est. Return 24.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.5B
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$71M
2 +$66.9M
3 +$61.7M
4
PRGO icon
Perrigo
PRGO
+$37.9M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$37M

Top Sells

1 +$60.6M
2 +$42.8M
3 +$36.5M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$34.6M
5
SBLK icon
Star Bulk Carriers
SBLK
+$28.5M

Sector Composition

1 Healthcare 42.93%
2 Technology 23.21%
3 Industrials 9.65%
4 Energy 8.18%
5 Consumer Staples 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-70,000