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
26
$5.82M 1.12%
228,377
-9,526
27
$5.74M 1.1%
41,823
+4,113
28
$5.74M 1.1%
350,881
+34,504
29
$5.64M 1.08%
73,726
+5,088
30
$5.53M 1.06%
42,557
+4,185
31
$5.45M 1.05%
22,820
-1,151
32
$5.42M 1.04%
25,661
+2,524
33
$5.38M 1.03%
49,194
-17,957
34
$5.2M 1%
109,415
+10,760
35
$5.04M 0.97%
17,067
-293
36
$5.04M 0.97%
329,818
-109,508
37
$5M 0.96%
192,177
+18,898
38
$4.9M 0.94%
1,201,965
+166,581
39
$4.85M 0.93%
48,608
+4,780
40
$4.81M 0.92%
+57,767
41
$4.7M 0.9%
40,205
+3,954
42
$4.54M 0.87%
47,350
+4,656
43
$4.47M 0.86%
260,780
+19,602
44
$4.33M 0.83%
69,302
-100
45
$4.22M 0.81%
28,505
+2,803
46
$4.16M 0.8%
101,949
+1,768
47
$4.14M 0.79%
+117,392
48
$4.09M 0.78%
31,444
+3,092
49
$4.03M 0.77%
12,628
-1,873
50
$4.02M 0.77%
111,496
+15,836
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