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
101
$2.38M 0.28%
57,205
+19,362
102
$2.38M 0.28%
16,840
-1,273
103
$2.36M 0.28%
191,819
-20,802
104
$2.3M 0.27%
22,393
+10,419
105
$2.26M 0.27%
15,342
+8,262
106
$2.25M 0.27%
137,796
-4,239
107
$2.22M 0.26%
81,265
-1,584
108
$2.22M 0.26%
65,195
+28,931
109
$2.21M 0.26%
92,242
110
$2.19M 0.26%
24,813
-450
111
$2.15M 0.25%
301,875
+124,367
112
$2.13M 0.25%
43,890
+1,015
113
$2.1M 0.25%
28,242
-657
114
$2.08M 0.25%
16,466
-7,052
115
$2.05M 0.24%
387,237
+186,767
116
$2.02M 0.24%
4,333
+245
117
$1.9M 0.22%
30,719
-248
118
$1.89M 0.22%
48,045
+23,230
119
$1.78M 0.21%
22,123
-680
120
$1.78M 0.21%
37,884
+24,069
121
$1.72M 0.2%
198,213
+59,361
122
$1.71M 0.2%
57,707
+23,419
123
$1.69M 0.2%
15,609
+3,351
124
$1.66M 0.2%
53,699
+14,659
125
$1.64M 0.19%
72,305
3 4
5
6 7