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
$494M
AUM Growth
-$581M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$1.68M
3
+$552K
4
OPAL icon
OPAL Fuels
OPAL
+$212K
5
BE icon
Bloom Energy
BE
+$177K

Top Sells

1
+$171M
2
+$24M
3
+$23.6M
4
CCK icon
Crown Holdings
CCK
+$22.1M
5
ELV icon
Elevance Health
ELV
+$19.7M

Sector Composition

1 Consumer Discretionary 23.16%
2 Healthcare 15.69%
3 Consumer Staples 11.62%
4 Technology 11.11%
5 Financials 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.01M 1.01%
141,795
-206,698
27
$4.92M 1%
79,840
-286,819
28
$4.75M 0.96%
708,467
-646,575
29
$4.69M 0.95%
60,789
-112,626
30
$4.69M 0.95%
131,589
-225,026
31
$4.34M 0.88%
113,904
-133,668
32
$3.98M 0.81%
12,143
-7,910
33
$3.65M 0.74%
98,474
-88,749
34
$3.46M 0.7%
37,252
-61,772
35
$3.44M 0.7%
31,714
-26,130
36
$2.98M 0.6%
69,154
-92,435
37
$2.95M 0.6%
2,078,220
-1,255,248
38
$2.91M 0.59%
63,086
-112,728
39
$2.28M 0.46%
209,658
-270,722
40
$1.68M 0.34%
+58,674
41
$1.65M 0.33%
44,274
-48,743
42
$1.29M 0.26%
8,797
-102,744
43
$711K 0.14%
4,205
-47
44
$614K 0.12%
74,873
+25,897
45
$578K 0.12%
43,598
+13,352
46
$552K 0.11%
+28,967
47
$470K 0.1%
45,586
48
$383K 0.08%
9,936
49
$32.7K 0.01%
451
-97
50
$30.7K 0.01%
2,400
+788
1
2
3