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
$5.44B
AUM Growth
+$869M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$134M
2
+$104M
3
+$89.2M
4
LAD icon
Lithia Motors
LAD
+$63.6M
5
VTRS icon
Viatris
VTRS
+$61.5M

Top Sells

1
+$171M
2
+$122M
3
+$73.8M
4
MLM icon
Martin Marietta Materials
MLM
+$71M
5
EFX icon
Equifax
EFX
+$54.2M

Sector Composition

1 Technology 23.7%
2 Consumer Discretionary 22.56%
3 Healthcare 18.8%
4 Financials 11.57%
5 Industrials 10.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$103M 1.87%
656,409
-779,855
27
$100M 1.82%
304,088
-14,976
28
$99.5M 1.81%
585,877
+87,940
29
$89.2M 1.62%
+4,636,254
30
$81.5M 1.48%
332,895
-25,824
31
$80.2M 1.46%
861,121
-496,010
32
$79.8M 1.45%
635,518
-160,282
33
$76.1M 1.38%
1,097,443
-425,893
34
$70.4M 1.28%
1,739,410
-231,432
35
$70.1M 1.28%
280,507
-42,648
36
$63.6M 1.16%
+217,332
37
$60M 1.09%
+3,214,786
38
$58.8M 1.07%
611,584
-487,927
39
$57.4M 1.05%
202,234
-250,062
40
$55.6M 1.01%
500,063
-116,334
41
$55M 1%
+175,948
42
$51M 0.93%
+1,037,079
43
$50.6M 0.92%
2,709,674
+1,362,423
44
$38.7M 0.7%
+544,127
45
$35M 0.64%
151,128
+139,518
46
$35M 0.64%
441,805
-240,063
47
$28.5M 0.52%
+1,608,960
48
$10.6M 0.19%
38,885
+10,987
49
$9.37M 0.17%
176,656
+163,189
50
$5.79M 0.11%
29,536
+6,080
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