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
$9.7B
AUM Growth
-$57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$310M
2
+$156M
3
+$114M
4
ALTR
Altera Corp
ALTR
+$103M
5
UTHR icon
United Therapeutics
UTHR
+$99.5M

Top Sells

1
+$243M
2
+$224M
3
+$185M
4
ROC
ROCKWOOD HLDGS INC
ROC
+$154M
5
PRKS icon
United Parks & Resorts
PRKS
+$113M

Sector Composition

1 Consumer Discretionary 24.06%
2 Technology 16.95%
3 Industrials 11.69%
4 Materials 11%
5 Healthcare 10.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$346K ﹤0.01%
10,400
-2,140
52
$314K ﹤0.01%
32,075
+4,300
53
$296K ﹤0.01%
7,580
-470
54
$292K ﹤0.01%
+27,822
55
$285K ﹤0.01%
12,788
56
$284K ﹤0.01%
8,690
+560
57
$280K ﹤0.01%
+9,080
58
$273K ﹤0.01%
+14,910
59
$272K ﹤0.01%
13,481
60
$271K ﹤0.01%
26,199
+2,460
61
$268K ﹤0.01%
+13,914
62
$260K ﹤0.01%
16,420
+1,770
63
$258K ﹤0.01%
20,190
64
$255K ﹤0.01%
5,380
+480
65
$250K ﹤0.01%
8,046
-520
66
$248K ﹤0.01%
+7,260
67
$246K ﹤0.01%
19,420
68
$242K ﹤0.01%
15,020
-470
69
$241K ﹤0.01%
36,400
70
$240K ﹤0.01%
7,250
71
$233K ﹤0.01%
2,075
72
$226K ﹤0.01%
5,470
-600
73
$222K ﹤0.01%
16,210
+6,060
74
$220K ﹤0.01%
14,990
75
$219K ﹤0.01%
+6,670
1 2
3
4 5