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
$510M
AUM Growth
-$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$5.97M
2
+$5M
3
+$3.63M
4
GEN icon
Gen Digital
GEN
+$3.51M
5
YOU icon
Clear Secure
YOU
+$2.63M

Top Sells

1
+$63.1M
2
+$11.1M
3
+$4.17M
4
POST icon
Post Holdings
POST
+$3.39M
5
MOH icon
Molina Healthcare
MOH
+$3.11M

Sector Composition

1 Consumer Discretionary 21.01%
2 Technology 13.47%
3 Healthcare 10.69%
4 Consumer Staples 8.07%
5 Financials 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.75M 1.13%
58,618
+2,132
27
$5.2M 1.02%
88,008
-36,706
28
$5.08M 1%
49,796
-9,302
29
$5.05M 0.99%
23,122
-1,726
30
$4.66M 0.91%
129,792
-9,801
31
$4.21M 0.83%
164,591
-90,140
32
$4.19M 0.82%
52,790
-24,563
33
$3.82M 0.75%
328,000
+60,800
34
$3.79M 0.74%
51,475
+3,369
35
$3.49M 0.68%
118,274
+11,380
36
$3.03M 0.6%
2,091,274
+86,340
37
$3.02M 0.59%
18,309
+4,515
38
$2.62M 0.51%
57,299
-4,539
39
$2.09M 0.41%
52,062
-1,088
40
$2.01M 0.4%
24,658
-19,072
41
$1.68M 0.33%
192,696
-1,182
42
$1.68M 0.33%
34,420
+8,073
43
$1.4M 0.27%
24,837
+12,801
44
$1.39M 0.27%
3,373
-7,559
45
$1.28M 0.25%
+22,472
46
$1.22M 0.24%
72,025
+18,574
47
$708K 0.14%
62,951
+19,353
48
$392K 0.08%
+146,377
49
$334K 0.07%
4,936
-5,000
50
$257K 0.05%
+13,325
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