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
$443M
AUM Growth
-$66.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$5.2M
2
+$4.53M
3
+$4.52M
4
CRL icon
Charles River Laboratories
CRL
+$4.5M
5
HLF icon
Herbalife
HLF
+$2.56M

Top Sells

1
+$54.4M
2
+$8.51M
3
+$4.1M
4
LPLA icon
LPL Financial
LPLA
+$3.74M
5
GEN icon
Gen Digital
GEN
+$2.52M

Sector Composition

1 Consumer Discretionary 23.59%
2 Technology 14.81%
3 Healthcare 12.76%
4 Consumer Staples 9.67%
5 Financials 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.05M 1.14%
73,689
+22,214
27
$4.82M 1.09%
46,001
-3,795
28
$4.58M 1.03%
80,135
-7,873
29
$4.45M 1.01%
325,096
+6,368
30
$4.23M 0.95%
40,161
-17,522
31
$4.21M 0.95%
126,820
-2,972
32
$3.57M 0.81%
50,721
-2,069
33
$3.55M 0.8%
24,623
+6,314
34
$3.44M 0.78%
162,133
-2,458
35
$3.27M 0.74%
2,069,145
-22,129
36
$2.82M 0.64%
124,101
+5,827
37
$2.68M 0.6%
55,941
-1,358
38
$1.65M 0.37%
117,700
+45,675
39
$1.4M 0.32%
188,052
-4,644
40
$1.33M 0.3%
28,639
-5,781
41
$1.22M 0.28%
52,242
+180
42
$1.08M 0.24%
22,472
43
$898K 0.2%
3,022
-351
44
$771K 0.17%
62,951
45
$700K 0.16%
+39,357
46
$391K 0.09%
146,377
47
$384K 0.09%
4,936
48
$255K 0.06%
9,464
+972
49
$244K 0.06%
18,390
50
$7.77K ﹤0.01%
581
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2
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