IEFM
IQ EQ Fund Management Portfolio holdings
AUM
$1.48B
1-Year Est. Return
36.24%
1 Year Est. Return
+36.24%
AUM
$1.48B
AUM Growth
+$351M
(+31%)
Holding
330
Top Buys
| 1 | +$27.7M | |
| 2 | +$18.2M | |
| 3 | +$14.9M | |
| 4 |
Advanced Micro Devices
AMD
|
+$14.1M |
| 5 |
Teradyne
TER
|
+$13.6M |
Top Sells
| 1 | +$18M | |
| 2 | +$7.89M | |
| 3 | +$6.96M | |
| 4 |
TE Connectivity
TEL
|
+$2.54M |
| 5 |
American Express
AXP
|
+$2.51M |
Sector Composition
| 1 | Technology | 35.48% |
| 2 | Industrials | 14.03% |
| 3 | Healthcare | 12.64% |
| 4 | Financials | 10.75% |
| 5 | Communication Services | 10.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Bristol-Myers Squibb
BMY
$104B
| $4.29M | 0.29% |
95,110
|
|
||
102
Natera
NTRA
$32.2B
| $4.18M | 0.28% |
25,940
+9,424
|
|
||
103
Exact Sciences
EXAS
$19.2B
| $4.14M | 0.28% |
+75,662
|
|
||
104
Trimble
TRMB
$19.8B
| $4.01M | 0.27% |
49,061
+28,134
|
|
||
105
BlackBerry
BB
$2.57B
| $3.91M | 0.26% |
800,660
+14,655
|
|
||
106
Paychex
PAYX
$41.3B
| $3.9M | 0.26% |
30,778
-1,300
|
|
||
107
Tenable Holdings
TENB
$3.18B
| $3.86M | 0.26% |
132,354
+2,423
|
|
||
108
Check Point Software Technologies
CHKP
$21.3B
| $3.86M | 0.26% |
18,634
+341
|
|
||
109
Best Buy
BBY
$15.7B
| $3.8M | 0.26% |
50,256
+2,150
|
|
||
110
Trade Desk
TTD
$17.9B
| $3.68M | 0.25% |
75,020
+41,924
|
|
||
|
FIG
111
Figma
FIG
$19.2B
| $3.59M | 0.24% |
+69,286
|
|
||
112
Aurora
AUR
$8.92B
| $3.49M | 0.24% |
647,096
+451,315
|
|
||
113
Synopsys
SNPS
$91B
| $3.46M | 0.23% |
7,018
+5,286
|
|
||
114
NETSCOUT
NTCT
$2.03B
| $3.46M | 0.23% |
133,890
+2,451
|
|
||
|
SRTA
115
Strata Critical Medical Inc
SRTA
$454M
| $3.45M | 0.23% |
682,174
+242,918
|
|
||
|
BLSH
116
Bullish
BLSH
$6.84B
| $3.42M | 0.23% |
+53,805
|
|
||
117
US Bancorp
USB
$83.3B
| $3.33M | 0.23% |
68,834
+100
|
|
||
118
O-I Glass
OI
$2.3B
| $3.13M | 0.21% |
241,591
-7,920
|
|
||
119
RTX Corp
RTX
$238B
| $3.1M | 0.21% |
18,504
-2,250
|
|
||
120
Airbnb
ABNB
$77.6B
| $3.09M | 0.21% |
25,461
+14,226
|
|
||
121
Lamb Weston
LW
$8.29B
| $3.09M | 0.21% |
53,192
-2,396
|
|
||
|
JBTM
122
JBT Marel
JBTM
$8.08B
| $3.06M | 0.21% |
21,804
-364
|
|
||
123
Ball Corp
BALL
$13.2B
| $3.05M | 0.21% |
60,564
+6,256
|
|
||
|
LINE
124
Lineage Inc
LINE
$8.43B
| $2.94M | 0.2% |
76,007
+27,905
|
|
||
125
Berkshire Hathaway Class B
BRK.B
$1.07T
| $2.92M | 0.2% |
5,805
+808
|
|