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
$9.76B
AUM Growth
+$1.01B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$110M
2
+$105M
3
+$90.7M
4
BHC icon
Bausch Health
BHC
+$84.4M
5
LOW icon
Lowe's Companies
LOW
+$75.9M

Top Sells

1
+$119M
2
+$105M
3
+$94.1M
4
JOY
Joy Global Inc
JOY
+$81.5M
5
LDOS icon
Leidos
LDOS
+$57.6M

Sector Composition

1 Consumer Discretionary 22.31%
2 Technology 16.88%
3 Materials 14.41%
4 Healthcare 12.9%
5 Industrials 11.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$337K ﹤0.01%
13,890
-3,973
52
$314K ﹤0.01%
12,540
-5,220
53
$293K ﹤0.01%
8,050
-3,360
54
$285K ﹤0.01%
3,540
+490
55
$281K ﹤0.01%
165,385
-68,745
56
$272K ﹤0.01%
9,060
-3,730
57
$267K ﹤0.01%
+8,130
58
$267K ﹤0.01%
13,481
-5,580
59
$266K ﹤0.01%
23,739
-9,824
60
$264K ﹤0.01%
15,490
-4,970
61
$264K ﹤0.01%
10,270
-1,670
62
$263K ﹤0.01%
4,650
-2,950
63
$263K ﹤0.01%
19,420
-8,140
64
$262K ﹤0.01%
6,070
-2,540
65
$255K ﹤0.01%
15,900
-3,610
66
$253K ﹤0.01%
27,775
-24,730
67
$247K ﹤0.01%
6,860
-2,840
68
$245K ﹤0.01%
14,990
-6,220
69
$245K ﹤0.01%
+4,900
70
$242K ﹤0.01%
38,980
-40,340
71
$242K ﹤0.01%
20,190
+6,120
72
$240K ﹤0.01%
36,400
-15,150
73
$239K ﹤0.01%
31,125
+2,962
74
$237K ﹤0.01%
9,233
-4,920
75
$237K ﹤0.01%
2,075
-860
1 2
3
4 5