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
$6.92B
AUM Growth
-$931M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$117M
2
+$107M
3
+$78.3M
4
HLT icon
Hilton Worldwide
HLT
+$76.2M
5
KKR icon
KKR & Co
KKR
+$62M

Top Sells

1
+$287M
2
+$198M
3
+$184M
4
MAS icon
Masco
MAS
+$98.4M
5
FCX icon
Freeport-McMoran
FCX
+$80.6M

Sector Composition

1 Consumer Discretionary 21.38%
2 Healthcare 15.34%
3 Technology 14.94%
4 Industrials 12.4%
5 Financials 11.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$136M 1.97%
3,712,742
+466,956
27
$128M 1.85%
838,302
-35,037
28
$128M 1.85%
1,325,332
+101,729
29
$126M 1.82%
3,454,019
-363,525
30
$124M 1.79%
6,279,887
+513,255
31
$123M 1.77%
19,988,149
-9,891,640
32
$117M 1.69%
+3,133,246
33
$115M 1.66%
2,639,567
+313,374
34
$108M 1.56%
1,844,339
-227,972
35
$107M 1.55%
+2,036,297
36
$107M 1.54%
2,051,216
-650,366
37
$104M 1.5%
1,470,945
+49,392
38
$102M 1.48%
4,996,057
-201,509
39
$98M 1.42%
3,954,819
-1,861,729
40
$94.5M 1.36%
9,850,599
-459,945
41
$90.8M 1.31%
3,603,621
+1,897,390
42
$83.3M 1.2%
4,851,229
-2,158,837
43
$78.3M 1.13%
+964,141
44
$76.2M 1.1%
+779,572
45
$33.1M 0.48%
4,432,043
-7,825,863
46
$4.5M 0.07%
24,760
+7,691
47
$3.28M 0.05%
19,614
-1,096,785
48
$3.21M 0.05%
154,181
-9,540,588
49
$3.04M 0.04%
63,773
+8,669
50
$2.81M 0.04%
20,791
+384
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