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
126
$1.59M 0.19%
+5,819
127
$1.59M 0.19%
2,696
-27
128
$1.59M 0.19%
29,720
-4,028
129
$1.57M 0.18%
12,035
-675
130
$1.55M 0.18%
101,656
-5,513
131
$1.55M 0.18%
21,893
-460
132
$1.55M 0.18%
18,814
-369
133
$1.55M 0.18%
4,595
-1,170
134
$1.54M 0.18%
1,894
+33
135
$1.53M 0.18%
75,429
+11,449
136
$1.49M 0.18%
10,422
-679
137
$1.48M 0.17%
16,530
-190
138
$1.47M 0.17%
8,943
-93
139
$1.47M 0.17%
10,268
+513
140
$1.47M 0.17%
+5,278
141
$1.46M 0.17%
+10,843
142
$1.46M 0.17%
15,735
+3,821
143
$1.45M 0.17%
9,270
+2,860
144
$1.44M 0.17%
9,382
-880
145
$1.44M 0.17%
99,420
-65,799
146
$1.4M 0.17%
3,343
-47
147
$1.39M 0.16%
25,406
+375
148
$1.39M 0.16%
+7,487
149
$1.39M 0.16%
5,879
-190
150
$1.37M 0.16%
6,314
+722
4 5
6
7 8