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
$5.44B
AUM Growth
+$869M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$134M
2
+$104M
3
+$89.2M
4
LAD icon
Lithia Motors
LAD
+$63.6M
5
VTRS icon
Viatris
VTRS
+$61.5M

Top Sells

1
+$171M
2
+$122M
3
+$73.8M
4
MLM icon
Martin Marietta Materials
MLM
+$71M
5
EFX icon
Equifax
EFX
+$54.2M

Sector Composition

1 Technology 23.7%
2 Consumer Discretionary 22.56%
3 Healthcare 18.8%
4 Financials 11.57%
5 Industrials 10.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.35M 0.1%
53,415
+12,256
52
$5.28M 0.1%
77,002
+16,727
53
$4.95M 0.09%
13,234
+3,013
54
$4.87M 0.09%
32,743
-1,284
55
$4.67M 0.08%
18,413
+3,094
56
$4.17M 0.08%
408,466
+48,000
57
$2.86M 0.05%
116,363
58
$2.6M 0.05%
26,264
59
$2.36M 0.04%
10,189
60
$2.31M 0.04%
345,767
+186,567
61
$2.3M 0.04%
80,325
-14,251
62
$1.74M 0.03%
52,392
63
$1.57M 0.03%
+21,101
64
$1.55M 0.03%
125,003
65
$1.27M 0.02%
+382,483
66
$1.27M 0.02%
9,600
67
$1.26M 0.02%
4,466
-1,460
68
$775K 0.01%
10,200
69
$769K 0.01%
5,828
70
$748K 0.01%
155,846
71
$515K 0.01%
12,441
-101,594
72
$483K 0.01%
38,371
+18,176
73
$454K 0.01%
+21,352
74
$350K 0.01%
7,239
75
$278K 0.01%
1,440
-280,786
1 2
3
4