IAM

Iridian Asset Management Portfolio holdings

AUM $289M
1-Year Est. Return 9.78%
This Quarter Est. Return
1 Year Est. Return
+9.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.8B
AUM Growth
+$1.05B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$222M
2
+$189M
3
+$154M
4
VAL
Valspar
VAL
+$96.9M
5
PBI icon
Pitney Bowes
PBI
+$87.2M

Top Sells

1
+$192M
2
+$188M
3
+$178M
4
AZO icon
AutoZone
AZO
+$114M
5
HPQ icon
HP
HPQ
+$66.2M

Sector Composition

1 Consumer Discretionary 27.01%
2 Technology 17.81%
3 Industrials 15.4%
4 Healthcare 10.55%
5 Materials 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$254K ﹤0.01%
8,860
-220
52
$230K ﹤0.01%
+5,280
53
$230K ﹤0.01%
+9,580
54
$211K ﹤0.01%
8,530
-6,380
55
$211K ﹤0.01%
+6,090
56
$209K ﹤0.01%
3,860
57
$205K ﹤0.01%
14,210
58
$204K ﹤0.01%
8,513
-5,401
59
$204K ﹤0.01%
+11,460
60
$202K ﹤0.01%
22,015
-10,060
61
$202K ﹤0.01%
16,828
-10,994
62
$192K ﹤0.01%
16,099
-10,100
63
$177K ﹤0.01%
12,340
-7,850
64
$172K ﹤0.01%
11,990
-7,430
65
$164K ﹤0.01%
584
-370
66
$159K ﹤0.01%
118,555
-46,830
67
$151K ﹤0.01%
13,458
-7,560
68
$145K ﹤0.01%
11,350
-4,550
69
$145K ﹤0.01%
10,850
-3,430
70
$140K ﹤0.01%
+10,850
71
$138K ﹤0.01%
14,850
-6,390
72
$135K ﹤0.01%
14,484
-6,620
73
$130K ﹤0.01%
14,483
-1,705
74
$126K ﹤0.01%
17,100
-19,300
75
$121K ﹤0.01%
10,046
-2,742
1 2
3
4 5