IEFM

IQ EQ Fund Management Portfolio holdings

AUM $1.48B
1-Year Est. Return 36.24%
This Quarter Est. Return
1 Year Est. Return
+36.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$850M
AUM Growth
+$3.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$2.51M
3
+$2.08M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.74M
5
MSFT icon
Microsoft
MSFT
+$1.74M

Top Sells

1
+$3.79M
2
+$2.06M
3
+$1.91M
4
AGCO icon
AGCO
AGCO
+$1.7M
5
JBTM
JBT Marel
JBTM
+$1.68M

Sector Composition

1 Technology 35.94%
2 Industrials 14.88%
3 Financials 11.24%
4 Healthcare 11.2%
5 Consumer Discretionary 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$640K 0.08%
+17,259
227
$629K 0.07%
11,504
+5,305
228
$623K 0.07%
15,848
-2,437
229
$611K 0.07%
13,275
-2,042
230
$602K 0.07%
30,835
231
$598K 0.07%
7,541
+3,853
232
$598K 0.07%
60,820
+39,540
233
$588K 0.07%
1,777
-274
234
$576K 0.07%
19,696
-3,029
235
$568K 0.07%
+31,038
236
$560K 0.07%
+20,809
237
$556K 0.07%
14,707
-2,262
238
$539K 0.06%
6,158
-1,044
239
$526K 0.06%
3,571
+969
240
$517K 0.06%
5,625
241
$514K 0.06%
17,798
-2,553
242
$511K 0.06%
+1,906
243
$504K 0.06%
3,209
-365
244
$474K 0.06%
60,789
-1,870
245
$472K 0.06%
1,101
+486
246
$468K 0.06%
+23,158
247
$446K 0.05%
+18,226
248
$445K 0.05%
131,545
-19,122
249
$433K 0.05%
18,988
-2,861
250
$384K 0.05%
5,900
8 9
10
11 12