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
$11.1B
AUM Growth
+$279M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$324M
2
+$264M
3
+$180M
4
SBAC icon
SBA Communications
SBAC
+$169M
5
ADNT icon
Adient
ADNT
+$152M

Top Sells

1
+$264M
2
+$250M
3
+$232M
4
LOW icon
Lowe's Companies
LOW
+$228M
5
TSN icon
Tyson Foods
TSN
+$206M

Sector Composition

1 Consumer Discretionary 21.14%
2 Technology 14.62%
3 Industrials 13.6%
4 Materials 10.92%
5 Healthcare 10.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$76.4M 0.69%
3,853,274
+57,710
52
$70.1M 0.63%
+2,824,565
53
$69.4M 0.62%
+1,870,386
54
$62.6M 0.56%
755,027
+715,382
55
$46M 0.41%
+693,098
56
$35.6M 0.32%
+1,006,890
57
$5.06M 0.05%
128,970
-33,820
58
$4.18M 0.04%
159,681
+3,820
59
$2.59M 0.02%
28,400
-8,900
60
$2.53M 0.02%
55,000
61
$2.03M 0.02%
15,000
-1,211,062
62
$1.97M 0.02%
52,172
+34,074
63
$1.81M 0.02%
+134,260
64
$1.63M 0.01%
265,110
+36,540
65
$1.44M 0.01%
+12,760
66
$1.38M 0.01%
29,480
-127,420
67
$1.37M 0.01%
5,000
-5,000
68
$1.36M 0.01%
56,375
+18,550
69
$1.36M 0.01%
9,865
+4,255
70
$1.36M 0.01%
22,425
+16,000
71
$1.21M 0.01%
10,000
72
$1.2M 0.01%
+14,160
73
$1.19M 0.01%
+1,248
74
$1.18M 0.01%
90,020
-60,000
75
$1M 0.01%
+67,045
1 2
3
4