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
26
$7.15M 0.84%
79,519
27
$7.11M 0.84%
33,591
28
$6.78M 0.8%
21,624
-560
29
$6.75M 0.79%
40,325
-861
30
$6.73M 0.79%
63,963
-1,968
31
$6.67M 0.79%
43,454
+8,447
32
$6.61M 0.78%
38,788
-515
33
$6.59M 0.78%
17,714
34
$6.5M 0.77%
18,439
+1,127
35
$6.47M 0.76%
57,431
+2,662
36
$6.44M 0.76%
21,084
-1,084
37
$6.43M 0.76%
65,150
+11,460
38
$6.39M 0.75%
11,700
39
$6.34M 0.75%
23,250
+4,650
40
$6.25M 0.74%
17,042
-69
41
$6.17M 0.73%
75,008
-2,950
42
$6.13M 0.72%
26,898
-828
43
$6.06M 0.71%
31,860
+3,460
44
$5.82M 0.68%
68,911
+8,930
45
$5.8M 0.68%
95,110
+9,410
46
$5.77M 0.68%
41,255
47
$5.58M 0.66%
12,500
+1,690
48
$5.5M 0.65%
20,225
-327
49
$5.37M 0.63%
117,374
-2,550
50
$5.37M 0.63%
55,775
-1,682
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