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
$551M
AUM Growth
+$57.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$60.2M
2
+$7.38M
3
+$6.89M
4
RTO icon
Rentokil
RTO
+$4.25M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$4.17M

Top Sells

1
+$18.5M
2
+$17.2M
3
+$8.41M
4
ELV icon
Elevance Health
ELV
+$4.84M
5
TNL icon
Travel + Leisure Co
TNL
+$4.45M

Sector Composition

1 Consumer Discretionary 17.74%
2 Technology 11.21%
3 Healthcare 10.89%
4 Consumer Staples 9.26%
5 Financials 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.26M 0.95%
130,837
-30,618
27
$5.03M 0.91%
147,243
+5,448
28
$4.92M 0.89%
56,486
-4,303
29
$4.85M 0.88%
59,098
-11,549
30
$4.84M 0.88%
59,286
+27,572
31
$4.65M 0.84%
106,894
-7,010
32
$4.17M 0.76%
+53,656
33
$4.08M 0.74%
139,593
+8,004
34
$4.02M 0.73%
48,106
+10,854
35
$3.95M 0.72%
10,932
-1,211
36
$3.24M 0.59%
157,055
+128,088
37
$2.91M 0.53%
267,200
-354,023
38
$2.69M 0.49%
2,004,934
-73,286
39
$2.61M 0.47%
61,838
-7,316
40
$2.21M 0.4%
193,878
-15,780
41
$2.1M 0.38%
43,730
-544
42
$1.88M 0.34%
13,794
+9,589
43
$1.85M 0.34%
53,150
-5,524
44
$1.52M 0.28%
26,347
-36,739
45
$755K 0.14%
53,451
+7,865
46
$645K 0.12%
43,598
47
$564K 0.1%
+12,036
48
$514K 0.09%
9,936
49
$413K 0.08%
74,873
50
$30.5K 0.01%
451
1
2
3