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
76
$3.02M 0.36%
25,296
-1,145
77
$3.02M 0.36%
54,785
-420
78
$2.99M 0.35%
260,415
+306
79
$2.95M 0.35%
56,681
+6,237
80
$2.94M 0.35%
50,204
+10,165
81
$2.93M 0.35%
22,152
-800
82
$2.91M 0.34%
135,604
+24,256
83
$2.9M 0.34%
68,734
-2,738
84
$2.88M 0.34%
23,645
-223
85
$2.86M 0.34%
40,579
+9,290
86
$2.83M 0.33%
23,136
-13,786
87
$2.75M 0.32%
108,688
-149,622
88
$2.72M 0.32%
14,274
+6,282
89
$2.66M 0.31%
4,997
-720
90
$2.6M 0.31%
13,654
-519
91
$2.57M 0.3%
98,889
+18,668
92
$2.55M 0.3%
121,460
-3,735
93
$2.51M 0.3%
4,947
+150
94
$2.51M 0.3%
1,344
95
$2.49M 0.29%
14,442
+5,270
96
$2.44M 0.29%
50,666
+26,533
97
$2.44M 0.29%
10,061
-1,773
98
$2.43M 0.29%
14,619
-1,347
99
$2.43M 0.29%
78,671
+11,796
100
$2.4M 0.28%
82,203
+51,917
2 3
4
5 6