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
51
$5.25M 0.62%
15,547
-479
52
$5.08M 0.6%
25,583
-788
53
$5.04M 0.59%
86,474
+35,687
54
$5.02M 0.59%
129,584
-4,340
55
$4.85M 0.57%
31,428
-1,200
56
$4.81M 0.57%
185,635
-5,710
57
$4.74M 0.56%
1,256,389
-38,647
58
$4.71M 0.55%
127,740
+13,140
59
$4.62M 0.54%
174,106
-5,355
60
$4.6M 0.54%
72,480
+39,480
61
$4.42M 0.52%
7,667
+2,548
62
$4.4M 0.52%
34,904
-1,073
63
$4.23M 0.5%
24,760
-763
64
$4.14M 0.49%
118,462
-3,644
65
$4.08M 0.48%
100,886
-3,104
66
$3.92M 0.46%
50,485
+3,974
67
$3.88M 0.46%
15,000
68
$3.82M 0.45%
210,373
-6,471
69
$3.8M 0.45%
45,995
+17,717
70
$3.57M 0.42%
37,387
+13,182
71
$3.31M 0.39%
72,977
-35,938
72
$3.31M 0.39%
124,734
-3,837
73
$3.14M 0.37%
74,485
+20,677
74
$3.12M 0.37%
11,725
-361
75
$3.09M 0.36%
58,017
+6,548
1 2
3
4 5