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
51
$3.99M 0.77%
193,774
+19,055
52
$3.95M 0.76%
29,196
-7,448
53
$3.91M 0.75%
83,210
+1,170
54
$3.89M 0.75%
127,690
+28,917
55
$3.88M 0.74%
55,604
56
$3.81M 0.73%
12,336
57
$3.73M 0.72%
27,983
+277
58
$3.68M 0.71%
25,153
+1,077
59
$3.56M 0.68%
31,086
-71
60
$3.4M 0.65%
94,846
-6,650
61
$3.36M 0.64%
124,586
62
$3.19M 0.61%
55,011
63
$3.19M 0.61%
111,183
+10,934
64
$3.17M 0.61%
34,139
-1,152
65
$3.15M 0.6%
60,256
-40
66
$3.1M 0.59%
13,728
-415
67
$3.01M 0.58%
43,107
-17,864
68
$2.82M 0.54%
4,892
-174
69
$2.75M 0.53%
91,267
-61,854
70
$2.73M 0.52%
20,839
-670
71
$2.73M 0.52%
598,388
+58,843
72
$2.66M 0.51%
33,002
-1,084
73
$2.65M 0.51%
16,056
-422
74
$2.52M 0.48%
162,381
+15,968
75
$2.4M 0.46%
37,410
+120
1 2
3
4 5