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
$4.57B
AUM Growth
+$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$86.6M
2
+$52.6M
3
+$48.4M
4
AXSM icon
Axsome Therapeutics
AXSM
+$45.4M
5
QSR icon
Restaurant Brands International
QSR
+$35M

Top Sells

1
+$120M
2
+$106M
3
+$59.6M
4
KKR icon
KKR & Co
KKR
+$52M
5
WDC icon
Western Digital
WDC
+$34.5M

Sector Composition

1 Healthcare 20.21%
2 Consumer Discretionary 19.36%
3 Technology 19.28%
4 Industrials 16.82%
5 Financials 10.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.21M 0.05%
116,363
52
$2.17M 0.05%
10,189
53
$1.89M 0.04%
5,926
-1,374
54
$1.86M 0.04%
11,610
+3,162
55
$1.7M 0.04%
94,576
-2,831
56
$1.61M 0.04%
+22,394
57
$1.39M 0.03%
52,392
58
$1.35M 0.03%
+4,772
59
$1.31M 0.03%
125,003
60
$1.26M 0.03%
360,466
+33,363
61
$1.17M 0.03%
25,581
62
$1.02M 0.02%
38,906
-21,900
63
$948K 0.02%
9,600
64
$802K 0.02%
159,200
65
$540K 0.01%
5,828
66
$496K 0.01%
155,846
-3,118,120
67
$488K 0.01%
+13,467
68
$414K 0.01%
10,200
69
$357K 0.01%
+1,476
70
$261K 0.01%
7,239
71
$260K 0.01%
+769
72
$197K ﹤0.01%
20,195
-625
73
$144K ﹤0.01%
10,447
74
$132K ﹤0.01%
1,666
75
– –
0
1 2
3
4