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
101
$1.64M 0.31%
12,267
-388
102
$1.59M 0.3%
10,906
-7,384
103
$1.48M 0.28%
22,011
+3,343
104
$1.45M 0.28%
83,127
+7,782
105
$1.44M 0.28%
9,093
-252
106
$1.41M 0.27%
50,244
-4,754
107
$1.38M 0.27%
16,982
-1,957
108
$1.37M 0.26%
3,981
-188
109
$1.37M 0.26%
10,210
+3,686
110
$1.34M 0.26%
392,300
+99,753
111
$1.33M 0.26%
6,965
112
$1.33M 0.26%
14,467
-1,129
113
$1.32M 0.25%
119,011
+41,533
114
$1.3M 0.25%
2,942
-129
115
$1.26M 0.24%
35,690
-6,668
116
$1.22M 0.23%
6,022
117
$1.2M 0.23%
21,782
+900
118
$1.14M 0.22%
11,913
+2,536
119
$1.13M 0.22%
+1,198,322
120
$1.12M 0.21%
28,006
+9,186
121
$1.12M 0.21%
+6,266
122
$1.08M 0.21%
122,022
-18,587
123
$1.06M 0.2%
14,357
124
$1.05M 0.2%
4,294
-171
125
$992K 0.19%
43,029
+25,119
3 4
5
6 7