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
$319M
AUM Growth
-$57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$2.58M
3
+$2.48M
4
HLF icon
Herbalife
HLF
+$2.31M
5
RTO icon
Rentokil
RTO
+$2.28M

Top Sells

1
+$35.2M
2
+$7.11M
3
+$6.41M
4
LH icon
Labcorp
LH
+$3.79M
5
POST icon
Post Holdings
POST
+$3.76M

Sector Composition

1 Consumer Discretionary 35.27%
2 Healthcare 18.45%
3 Consumer Staples 13.85%
4 Technology 12.96%
5 Industrials 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.47M 1.09%
393,723
+28,219
27
$3.45M 1.08%
104,144
-42,740
28
$3.08M 0.97%
70,026
-8,932
29
$2.8M 0.88%
913,529
+97,346
30
$2.78M 0.87%
16,117
-6,247
31
$2.48M 0.78%
+253,972
32
$2.31M 0.73%
20,015
-810
33
$2.02M 0.63%
273,944
+120,108
34
$1.95M 0.61%
249,586
+80,000
35
$1.87M 0.59%
47,532
36
$1.2M 0.38%
+22,971
37
$983K 0.31%
4,223
-16,272
38
$769K 0.24%
39,110
-18,487
39
$688K 0.22%
10,559
-1,277
40
$399K 0.13%
5,816
-350
41
$384K 0.12%
247,468
+101,091
42
$372K 0.12%
49,272
+1,348
43
$272K 0.09%
2,200
-57,458
44
$234K 0.07%
+58,205
45
$87.9K 0.03%
251,071
46
– –
-26,394
47
– –
-72,500
48
– –
-2,522
49
– –
-9,357
50
– –
-60,000
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