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IEFM

IQ EQ Fund Management Portfolio holdings

AUM $1.32B
1-Year Est. Return 31.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.32B
AUM Growth
-$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Buys

1
+$9.36M
2
+$7.58M
3
+$5.97M
4
TEM
Tempus AI
TEM
+$4.1M
5
PANW icon
Palo Alto Networks
PANW
+$2.99M

Top Sells

1
+$24.2M
2
+$7.28M
3
+$6.67M
4
TSM icon
TSMC
TSM
+$5.06M
5
PD icon
PagerDuty
PD
+$4.91M

Sector Composition

1 Technology 34.37%
2 Healthcare 16.34%
3 Industrials 13.98%
4 Consumer Discretionary 9.88%
5 Financials 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RNW icon
251
ReNew
RNW
$2.21B
$424K 0.03%
92,641
+86
CBOE icon
252
Cboe Global Markets
CBOE
$31.5B
$410K 0.03%
1,459
GRMN icon
253
Garmin
GRMN
$44.7B
$405K 0.03%
+1,747
ROP icon
254
Roper Technologies
ROP
$33.7B
$394K 0.03%
1,114
+70
HEI icon
255
HEICO Corp
HEI
$44.8B
$348K 0.03%
+1,269
TDY icon
256
Teledyne Technologies
TDY
$27.9B
$329K 0.03%
+544
IQV icon
257
IQVIA
IQV
$30.4B
$327K 0.02%
1,919
TTC icon
258
Toro Company
TTC
$8.69B
$325K 0.02%
+3,476
ITRN icon
259
Ituran Location and Control
ITRN
$1.25B
$321K 0.02%
6,553
-1,398
EWH icon
260
iShares MSCI Hong Kong ETF
EWH
$1.1B
$307K 0.02%
13,293
XLV icon
261
State Street Health Care Select Sector SPDR ETF
XLV
$39B
$307K 0.02%
2,092
+691
XLU icon
262
State Street Utilities Select Sector SPDR ETF
XLU
$22.5B
$291K 0.02%
+6,336
ADBE icon
263
Adobe
ADBE
$94.3B
$289K 0.02%
1,189
-343
CLX icon
264
Clorox
CLX
$12B
$286K 0.02%
+2,763
INGR icon
265
Ingredion
INGR
$6.47B
$286K 0.02%
+2,538
MTB icon
266
M&T Bank
MTB
$32.8B
$282K 0.02%
+1,366
UFPI icon
267
UFP Industries
UFPI
$4.64B
$278K 0.02%
+3,023
MA icon
268
Mastercard
MA
$432B
$272K 0.02%
544
ALG icon
269
Alamo Group
ALG
$1.84B
$270K 0.02%
+1,635
XLP icon
270
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
$259K 0.02%
+3,164
INDA icon
271
iShares MSCI India ETF
INDA
$6.61B
$259K 0.02%
+5,533
OMC icon
272
Omnicom Group
OMC
$21.1B
$258K 0.02%
3,427
+548
ICVT icon
273
iShares Convertible Bond ETF
ICVT
$6.81B
$252K 0.02%
2,472
DASH icon
274
DoorDash
DASH
$65.8B
$247K 0.02%
+1,643
GENB
275
Generate Biomedicines
GENB
$1.69B
$240K 0.02%
+19,203
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