IAM

Iridian Asset Management Portfolio holdings

AUM $289M
1-Year Est. Return 9.78%
This Quarter Est. Return
1 Year Est. Return
+9.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.8B
AUM Growth
+$1.05B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$222M
2
+$189M
3
+$154M
4
VAL
Valspar
VAL
+$96.9M
5
PBI icon
Pitney Bowes
PBI
+$87.2M

Top Sells

1
+$192M
2
+$188M
3
+$178M
4
AZO icon
AutoZone
AZO
+$114M
5
HPQ icon
HP
HPQ
+$66.2M

Sector Composition

1 Consumer Discretionary 27.01%
2 Technology 17.81%
3 Industrials 15.4%
4 Healthcare 10.55%
5 Materials 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$213M 1.98%
6,089,944
+878,625
27
$189M 1.76%
+5,405,020
28
$177M 1.65%
4,296,682
+1,393,095
29
$165M 1.53%
1,543,528
+435,980
30
$161M 1.49%
259,314
-184,585
31
$151M 1.41%
3,466,342
+260,430
32
$138M 1.29%
7,735,744
-2,693,607
33
$136M 1.26%
3,978,904
+593,990
34
$135M 1.26%
3,162,158
+867,280
35
$131M 1.22%
1,740,624
-599,820
36
$131M 1.21%
1,008,720
+235,640
37
$130M 1.21%
9,216,222
+1,019,850
38
$124M 1.15%
3,348,096
+455,500
39
$97.3M 0.9%
836,697
+192,570
40
$70.2M 0.65%
7,274,065
+338,970
41
$65.6M 0.61%
1,725,156
+70,930
42
$42.3M 0.39%
1,606,051
+79,751
43
$2.89M 0.03%
+24,131
44
$1.95M 0.02%
62,459
-7,350
45
$1.6M 0.01%
83,140
+18,170
46
$1.16M 0.01%
+10,915
47
$793K 0.01%
+15,600
48
$540K 0.01%
31,530
-26,740
49
$340K ﹤0.01%
18,020
-710
50
$300K ﹤0.01%
29,278
-15,367
1
2
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