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
$5.77B
AUM Growth
+$329M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$161M
2
+$146M
3
+$140M
4
ACGL icon
Arch Capital
ACGL
+$124M
5
REZI icon
Resideo Technologies
REZI
+$107M

Top Sells

1
+$186M
2
+$151M
3
+$142M
4
UBER icon
Uber
UBER
+$125M
5
SPGI icon
S&P Global
SPGI
+$107M

Sector Composition

1 Technology 22.99%
2 Healthcare 18.3%
3 Consumer Discretionary 17.46%
4 Financials 11.13%
5 Industrials 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$113M 1.93%
835,688
+249,811
27
$107M 1.83%
3,799,331
+3,777,979
28
$104M 1.77%
7,419,612
+346,344
29
$102M 1.74%
1,204,256
+343,135
30
$94.3M 1.61%
+2,515,973
31
$92M 1.57%
+646,917
32
$87.7M 1.5%
1,795,986
+56,576
33
$86.3M 1.47%
+3,993,707
34
$73.4M 1.25%
+2,538,608
35
$72.8M 1.24%
+3,350,030
36
$71.5M 1.22%
+6,146,219
37
$69.8M 1.19%
240,941
-39,566
38
$69.8M 1.19%
3,815,457
+2,206,497
39
$69.6M 1.19%
570,711
-64,807
40
$68.8M 1.17%
176,322
-41,010
41
$68M 1.16%
766,376
+324,571
42
$66.3M 1.13%
202,495
+26,547
43
$63M 1.08%
1,023,034
+478,907
44
$53.2M 0.91%
+35,234
45
$52.9M 0.9%
448,398
-556,729
46
$50.7M 0.86%
7,351,918
+6,943,452
47
$48.5M 0.83%
+3,540,900
48
$43.5M 0.74%
+3,728,412
49
$28.1M 0.48%
122,279
-655,483
50
$12.4M 0.21%
42,219
+3,334
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