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
$12.7B
AUM Growth
+$817M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$150M
2
+$129M
3
+$128M
4
AXTA icon
Axalta
AXTA
+$127M
5
MLM icon
Martin Marietta Materials
MLM
+$112M

Top Sells

1
+$214M
2
+$167M
3
+$153M
4
TKR icon
Timken Company
TKR
+$142M
5
VAL
Valspar
VAL
+$104M

Sector Composition

1 Consumer Discretionary 26.24%
2 Industrials 16.5%
3 Healthcare 16.32%
4 Technology 11.75%
5 Materials 10.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$223M 1.76%
5,720,594
+1,739,426
27
$221M 1.74%
12,227,348
+1,412,293
28
$218M 1.72%
9,662,663
+1,454,340
29
$214M 1.69%
4,862,125
+573,512
30
$200M 1.58%
3,493,251
-1,561,342
31
$198M 1.56%
1,883,893
+127,775
32
$197M 1.55%
5,803,085
+391,520
33
$197M 1.55%
1,389,183
+791,098
34
$186M 1.47%
10,097,669
+2,205,154
35
$165M 1.3%
3,479,216
-802,245
36
$160M 1.26%
8,482,699
+1,342,170
37
$152M 1.2%
227,841
+6,607
38
$150M 1.18%
10,953,600
+10,940,640
39
$134M 1.06%
2,991,106
+198,730
40
$129M 1.02%
1,285,134
+1,280,839
41
$128M 1.01%
+1,460,902
42
$127M 1%
+3,846,639
43
$110M 0.87%
2,277,251
+386,952
44
$93.6M 0.74%
+2,195,901
45
$38.7M 0.3%
+231,528
46
$34.4M 0.27%
671,585
-2,989,835
47
$4.55M 0.04%
+15,000
48
$3.84M 0.03%
+25,000
49
$3.83M 0.03%
+50,000
50
$3.76M 0.03%
+45,000
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