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
276
$234K 0.03%
+2,968
277
$232K 0.03%
+3,884
278
$227K 0.03%
11,851
279
$222K 0.03%
88,404
+57,671
280
$213K 0.03%
153,010
+65,555
281
$207K 0.02%
953
-428
282
$205K 0.02%
1,398
-2,746
283
$201K 0.02%
+2,843
284
$201K 0.02%
+2,190
285
$195K 0.02%
55,583
+30,415
286
$179K 0.02%
89,870
+29,185
287
$169K 0.02%
+14,249
288
$161K 0.02%
+15,197
289
$147K 0.02%
11,008
-967
290
$143K 0.02%
28,823
-2,532
291
$131K 0.02%
57,620
+33,770
292
$120K 0.01%
24,581
-2,159
293
$111K 0.01%
16,707
-1,468
294
$102K 0.01%
22,862
+12,258
295
$84.9K 0.01%
67,420
-5,922
296
$83.9K 0.01%
69,944
+36,042
297
$72.9K 0.01%
10,536
-926
298
$70.6K 0.01%
12,055
-1,059
299
$60.1K 0.01%
12,393
-1,088
300
$56.5K 0.01%
12,318
-1,082
9 10 11
12
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