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
$583M
AUM Growth
-$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$11.2M
2 +$6.98M
3 +$3.8M
4
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
+$3.62M
5
NLSN
Nielsen Holdings plc
NLSN
+$3.6M

Top Sells

1 +$13.2M
2 +$7.58M
3 +$7.44M
4
BA icon
Boeing
BA
+$6.08M
5
JNJ icon
Johnson & Johnson
JNJ
+$6.06M

Sector Composition

1 Financials 16.69%
2 Industrials 15.05%
3 Healthcare 14.47%
4 Technology 12.9%
5 Consumer Staples 11.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-10,899