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
$4.13B
AUM Growth
-$1.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$37.6M
2
+$33.6M
3
+$31.1M
4
AXSM icon
Axsome Therapeutics
AXSM
+$30.5M
5
EFX icon
Equifax
EFX
+$27.3M

Top Sells

1
+$175M
2
+$123M
3
+$78.6M
4
HLT icon
Hilton Worldwide
HLT
+$63.6M
5
DG icon
Dollar General
DG
+$52.4M

Sector Composition

1 Healthcare 19.77%
2 Technology 18.15%
3 Industrials 17.01%
4 Consumer Discretionary 15.37%
5 Financials 12.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.9M 0.05%
25,764
+413
52
$1.76M 0.04%
9,640
+1,331
53
$1.6M 0.04%
+9,602
54
$1.59M 0.04%
88,441
-19,562
55
$1.24M 0.03%
78,589
+5,805
56
$1.23M 0.03%
104,673
+2,673
57
$1.23M 0.03%
25,581
-392
58
$1.11M 0.03%
327,103
+37,137
59
$884K 0.02%
28,066
-1,625,108
60
$780K 0.02%
149,200
-10,417
61
$595K 0.01%
+4,022
62
$481K 0.01%
60,600
-249,869
63
$436K 0.01%
5,828
64
$289K 0.01%
5,128
-3,076
65
$263K 0.01%
+2,606
66
$230K 0.01%
26,796
67
$227K 0.01%
+10,447
68
$112K ﹤0.01%
+10,905
69
$88K ﹤0.01%
1,666
70
$24K ﹤0.01%
6,725
71
– –
-335,797
72
– –
0
73
– –
-573,573
74
– –
-44,769
75
– –
-2,057,029
1 2
3
4