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
$12.7B
AUM Growth
+$817M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$150M
2
+$129M
3
+$128M
4
AXTA icon
Axalta
AXTA
+$127M
5
MLM icon
Martin Marietta Materials
MLM
+$112M

Top Sells

1
+$214M
2
+$167M
3
+$153M
4
TKR icon
Timken Company
TKR
+$142M
5
VAL
Valspar
VAL
+$104M

Sector Composition

1 Consumer Discretionary 26.24%
2 Industrials 16.5%
3 Healthcare 16.32%
4 Technology 11.75%
5 Materials 10.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.65M 0.03%
+40,000
52
$3.46M 0.03%
+20,000
53
$3.34M 0.03%
+50,000
54
$2.83M 0.02%
+7,000
55
$2.58M 0.02%
+50,000
56
$2.29M 0.02%
+55,000
57
$2.28M 0.02%
+74,455
58
$2.15M 0.02%
+27,707
59
$1.29M 0.01%
+20,000
60
$1.25M 0.01%
+24,000
61
$1.23M 0.01%
+6,405
62
$1.12M 0.01%
+20,000
63
$1.06M 0.01%
+15,714
64
$967K 0.01%
+10,000
65
$869K 0.01%
+23,272
66
$840K 0.01%
12,385
-1,290
67
$788K 0.01%
+20,000
68
$649K 0.01%
+10,000
69
$561K ﹤0.01%
26,480
-3,580
70
$389K ﹤0.01%
23,565
71
$378K ﹤0.01%
31,919
+2,641
72
$363K ﹤0.01%
24,392
+13,542
73
$310K ﹤0.01%
+10,000
74
$307K ﹤0.01%
+23,333
75
$253K ﹤0.01%
+4,450
1 2
3
4 5