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
126
$990K 0.19%
4,979
-227
127
$960K 0.18%
16,342
-449
128
$934K 0.18%
6,550
+908
129
$922K 0.18%
33,200
-13,850
130
$827K 0.16%
86,278
+7,985
131
$820K 0.16%
6,753
-1,223
132
$808K 0.16%
26,605
-1,117
133
$793K 0.15%
15,846
-1,446
134
$782K 0.15%
19,265
+1,240
135
$757K 0.15%
11,972
+3,620
136
$701K 0.13%
1,820
+50
137
$671K 0.13%
3,647
-468
138
$655K 0.13%
3,971
-156
139
$654K 0.13%
55,601
+22,776
140
$648K 0.12%
3,522
+327
141
$609K 0.12%
2,901
142
$596K 0.11%
36,569
+11,042
143
$578K 0.11%
5,078
-1,208
144
$577K 0.11%
7,490
+120
145
$577K 0.11%
6,500
-1,300
146
$555K 0.11%
+4,393
147
$548K 0.11%
1,508
+14
148
$539K 0.1%
3,677
149
$535K 0.1%
13,631
-1,205
150
$531K 0.1%
891
+317
4 5
6
7 8