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
76
$2.4M 0.46%
1,876
77
$2.36M 0.45%
60,583
78
$2.34M 0.45%
10,514
-653
79
$2.32M 0.45%
1,709,141
+618,778
80
$2.32M 0.45%
22,197
-41
81
$2.32M 0.44%
18,878
-1,360
82
$2.29M 0.44%
63,577
83
$2.29M 0.44%
195,165
-153,088
84
$2.19M 0.42%
44,146
-9,684
85
$2.16M 0.41%
75,003
+7,195
86
$2.1M 0.4%
17,253
-2,762
87
$2.02M 0.39%
61,873
+185
88
$1.98M 0.38%
18,561
-3,231
89
$1.98M 0.38%
18,412
-2,205
90
$1.95M 0.37%
12,248
-1,271
91
$1.94M 0.37%
39,109
+1,123
92
$1.92M 0.37%
24,532
-1,014
93
$1.92M 0.37%
19,580
94
$1.86M 0.36%
86,312
+8,487
95
$1.86M 0.36%
22,004
96
$1.83M 0.35%
24,209
-776
97
$1.81M 0.35%
3,625
+342
98
$1.8M 0.34%
+5,054
99
$1.73M 0.33%
22,118
+2,175
100
$1.67M 0.32%
2,494
-80
2 3
4
5 6