IAM

Iridian Asset Management Portfolio holdings

AUM $254M
1-Year Est. Return 15.2%
This Quarter Est. Return
1 Year Est. Return
+15.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.76B
AUM Growth
+$1.01B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$110M
2
+$105M
3
+$90.7M
4
BHC icon
Bausch Health
BHC
+$84.4M
5
LOW icon
Lowe's Companies
LOW
+$75.9M

Top Sells

1
+$119M
2
+$105M
3
+$94.1M
4
JOY
Joy Global Inc
JOY
+$81.5M
5
LDOS icon
Leidos
LDOS
+$57.6M

Sector Composition

1 Consumer Discretionary 22.31%
2 Technology 16.88%
3 Materials 14.41%
4 Healthcare 12.9%
5 Industrials 11.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$188M 1.92%
2,162,454
+207,000
27
$185M 1.9%
3,873,345
-116,042
28
$167M 1.72%
8,083,260
+848,790
29
$154M 1.58%
2,027,648
+33,080
30
$143M 1.46%
1,766,026
+333,810
31
$131M 1.35%
980,097
-71,427
32
$122M 1.25%
2,534,722
+254,550
33
$122M 1.25%
1,813,110
+284,910
34
$113M 1.16%
3,981,039
+381,690
35
$110M 1.13%
+3,179,155
36
$105M 1.08%
2,696,216
+128,290
37
$105M 1.07%
+4,867,400
38
$90.7M 0.93%
+935,078
39
$88.7M 0.91%
2,370,286
+1,210,510
40
$81.7M 0.84%
1,939,380
+215,800
41
$66M 0.68%
+2,070,683
42
$61.3M 0.63%
6,199,685
+2,967,531
43
$50.1M 0.51%
1,452,899
+1,439,439
44
$18.9M 0.19%
+786,016
45
$2.58M 0.03%
57,369
+11,110
46
$2.42M 0.02%
61,100
+35,160
47
$897K 0.01%
59,820
-43,200
48
$484K 0.01%
18,160
-3,520
49
$357K ﹤0.01%
44,645
-18,168
50
$342K ﹤0.01%
12,788
-2,826
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2
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