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
$6.92B
AUM Growth
-$931M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$117M
2
+$107M
3
+$78.3M
4
HLT icon
Hilton Worldwide
HLT
+$76.2M
5
KKR icon
KKR & Co
KKR
+$62M

Top Sells

1
+$287M
2
+$198M
3
+$184M
4
MAS icon
Masco
MAS
+$98.4M
5
FCX icon
Freeport-McMoran
FCX
+$80.6M

Sector Composition

1 Consumer Discretionary 21.38%
2 Healthcare 15.34%
3 Technology 14.94%
4 Industrials 12.4%
5 Financials 11.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.44M 0.04%
94,601
+57,471
52
$1.76M 0.03%
18,428
-32,741
53
$1.64M 0.02%
7,300
-7,000
54
$1.58M 0.02%
10,580
55
$1.33M 0.02%
23,748
-17,402
56
$1.28M 0.02%
18,556
+1,045
57
$1.28M 0.02%
8,233
+461
58
$1.24M 0.02%
48,523
59
$1.21M 0.02%
27,049
-28,410
60
$1.2M 0.02%
156,008
-25,275
61
$1.15M 0.02%
15,524
-6,791
62
$1.11M 0.02%
42,450
-1,088
63
$1.1M 0.02%
75,500
+32,800
64
$1.07M 0.02%
5,009
65
$900K 0.01%
26,796
+2,005
66
$805K 0.01%
15,610
67
$687K 0.01%
6,725
-2,558
68
$644K 0.01%
40,765
69
$384K 0.01%
7,239
+3,600
70
$374K 0.01%
7,900
71
$217K ﹤0.01%
1,666
72
$170K ﹤0.01%
2,266
+581
73
$112K ﹤0.01%
+2,266
74
$80K ﹤0.01%
+1,800
75
$67K ﹤0.01%
+2,266
1 2
3
4