IEFM

IQ EQ Fund Management Portfolio holdings

AUM $1.45B
1-Year Est. Return 33.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$568M
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$8.06M
3
+$6.41M
4
WM icon
Waste Management
WM
+$5.43M
5
GWPH
GW Pharmaceuticals Plc American Depositary Shares
GWPH
+$5.12M

Top Sells

1
+$24.9M
2
+$14.6M
3
+$1.89M
4
ALL icon
Allstate
ALL
+$1.73M
5
XYL icon
Xylem
XYL
+$1.54M

Sector Composition

1 Technology 31.15%
2 Healthcare 13.77%
3 Consumer Discretionary 10.6%
4 Industrials 10.3%
5 Financials 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-4,390
252
– –
-3,547
253
– –
-2,288
254
– –
-15,871
7 8 9 10
11