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
$690M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1 +$34.9M
2 +$34.2M
3 +$32.7M
4
MSFT icon
Microsoft
MSFT
+$30.8M
5
MET icon
MetLife
MET
+$28M

Top Sells

No sells this quarter

Sector Composition

1 Financials 19.82%
2 Industrials 17.15%
3 Healthcare 16.49%
4 Technology 14.28%
5 Consumer Staples 10.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$2.54M 0.37%
+36,705
52
$1.84M 0.27%
+14,728
53
$1.76M 0.25%
+18,771
54
$1.47M 0.21%
+15,483
55
$1.46M 0.21%
+20,930
56
$1.46M 0.21%
+31,855
57
$1.45M 0.21%
+51,372
58
$1.45M 0.21%
+13,773
59
$1.38M 0.2%
+12,591
60
$1.14M 0.17%
+19,357
61
$1.08M 0.16%
+16,390
62
$1.01M 0.15%
+19,801
63
$940K 0.14%
+21,440
64
$13K ﹤0.01%
+313,432