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
$4.13B
AUM Growth
-$1.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$37.6M
2
+$33.6M
3
+$31.1M
4
AXSM icon
Axsome Therapeutics
AXSM
+$30.5M
5
EFX icon
Equifax
EFX
+$27.3M

Top Sells

1
+$175M
2
+$123M
3
+$78.6M
4
HLT icon
Hilton Worldwide
HLT
+$63.6M
5
DG icon
Dollar General
DG
+$52.4M

Sector Composition

1 Healthcare 19.77%
2 Technology 18.15%
3 Industrials 17.01%
4 Consumer Discretionary 15.37%
5 Financials 12.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$73.4M 1.78%
581,382
+161,038
27
$69M 1.67%
1,172,014
+517,775
28
$66.4M 1.61%
1,274,889
-84,315
29
$65.5M 1.58%
1,177,734
+279,939
30
$60.2M 1.46%
477,157
+266,270
31
$55.6M 1.34%
1,566,827
-521,723
32
$53.4M 1.29%
3,231,003
+104,511
33
$48.1M 1.16%
1,003,374
-168,874
34
$48.1M 1.16%
254,112
+34,973
35
$47M 1.14%
1,321,507
-4,780
36
$40.7M 0.98%
8,086,477
-324,154
37
$37.6M 0.91%
+2,520,235
38
$37.5M 0.91%
1,190,585
+70,044
39
$29.6M 0.72%
7,168,486
-1,448,319
40
$29.4M 0.71%
246,081
+228,360
41
$24.5M 0.59%
860,083
-534,121
42
$18.5M 0.45%
7,548,491
-455,425
43
$7.17M 0.17%
135,858
-3,309,817
44
$3.91M 0.09%
29,523
-2,790
45
$3.18M 0.08%
12,349
-1,951
46
$2.91M 0.07%
67,323
+10,583
47
$2.81M 0.07%
24,557
+3,893
48
$2.08M 0.05%
+13,283
49
$2.02M 0.05%
116,363
50
$1.97M 0.05%
7,300
-400
1
2
3 4