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
151
$1.35M 0.16%
4,739
-1,232
152
$1.35M 0.16%
2,712
-30
153
$1.35M 0.16%
3,904
+429
154
$1.34M 0.16%
5,912
155
$1.32M 0.16%
24,264
+4,807
156
$1.3M 0.15%
11,660
-1,425
157
$1.28M 0.15%
+16,250
158
$1.27M 0.15%
65,252
+33,054
159
$1.27M 0.15%
2,305
+809
160
$1.24M 0.15%
4,752
+298
161
$1.24M 0.15%
3,672
-264
162
$1.2M 0.14%
17,486
-2,666
163
$1.19M 0.14%
4,881
164
$1.19M 0.14%
4,796
165
$1.16M 0.14%
5,284
-100
166
$1.15M 0.14%
63,168
+24,339
167
$1.15M 0.14%
32,428
+963
168
$1.14M 0.13%
29,987
+1,866
169
$1.12M 0.13%
4,399
-492
170
$1.11M 0.13%
51,464
-1,584
171
$1.1M 0.13%
20,026
172
$1.09M 0.13%
68,510
-640
173
$1.09M 0.13%
10,254
174
$1.08M 0.13%
3,832
-21
175
$1.08M 0.13%
52,034
-8,824
5 6
7
8 9