IEFM

IQ EQ Fund Management Portfolio holdings

AUM $1.12B
1-Year Est. Return 30.08%
This Quarter Est. Return
1 Year Est. Return
+30.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$521M
AUM Growth
+$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1 +$4.81M
2 +$4.14M
3 +$2.07M
4
LIN icon
Linde
LIN
+$1.8M
5
BYND icon
Beyond Meat
BYND
+$1.65M

Top Sells

1 +$6.01M
2 +$5.39M
3 +$4.47M
4
LW icon
Lamb Weston
LW
+$2.27M
5
JBTM
JBT Marel
JBTM
+$1.96M

Sector Composition

1 Technology 34.36%
2 Industrials 13.9%
3 Consumer Staples 11.65%
4 Consumer Discretionary 10.59%
5 Healthcare 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-6,712
252
-20,068
253
-217,321
254
-87,057