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
$10.8B
AUM Growth
-$610M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$168M
2
+$155M
3
+$125M
4
MLM icon
Martin Marietta Materials
MLM
+$124M
5
AGN
Allergan plc
AGN
+$110M

Top Sells

1
+$448M
2
+$271M
3
+$181M
4
LYB icon
LyondellBasell Industries
LYB
+$165M
5
GPK icon
Graphic Packaging
GPK
+$156M

Sector Composition

1 Consumer Discretionary 26.83%
2 Materials 12.24%
3 Industrials 11.84%
4 Healthcare 11.16%
5 Technology 10.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$79.7M 0.74%
+1,585,959
52
$32.2M 0.3%
+948,420
53
$24.5M 0.23%
+1,539,459
54
$7.02M 0.06%
+156,900
55
$6.25M 0.06%
162,790
+7,980
56
$4.24M 0.04%
50,000
57
$3.93M 0.04%
155,861
-6,745
58
$3.49M 0.03%
72,445
-2,270
59
$3.2M 0.03%
37,300
-1,927,257
60
$3.15M 0.03%
39,645
+12,500
61
$2.92M 0.03%
20,000
-5,000
62
$2.84M 0.03%
10,000
-6,000
63
$2.28M 0.02%
150,020
-11,928,604
64
$2.1M 0.02%
55,000
65
$1.34M 0.01%
+228,570
66
$1.24M 0.01%
38,260
+16,925
67
$1.22M 0.01%
10,000
68
$1.13M 0.01%
+37,825
69
$835K 0.01%
+9,840
70
$779K 0.01%
15,845
-9,122,250
71
$757K 0.01%
+5,610
72
$688K 0.01%
+18,098
73
$652K 0.01%
4,000
74
$559K 0.01%
+18,775
75
$527K ﹤0.01%
15,000
1 2
3
4