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
$5.77B
AUM Growth
+$329M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$161M
2
+$146M
3
+$140M
4
ACGL icon
Arch Capital
ACGL
+$124M
5
REZI icon
Resideo Technologies
REZI
+$107M

Top Sells

1
+$186M
2
+$151M
3
+$142M
4
UBER icon
Uber
UBER
+$125M
5
SPGI icon
S&P Global
SPGI
+$107M

Sector Composition

1 Technology 22.99%
2 Healthcare 18.3%
3 Consumer Discretionary 17.46%
4 Financials 11.13%
5 Industrials 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.01M 0.15%
92,818
+39,403
52
$7.64M 0.13%
34,585
+5,049
53
$7.16M 0.12%
+708,917
54
$7.07M 0.12%
+204,368
55
$6.82M 0.12%
92,235
+15,233
56
$6.38M 0.11%
16,097
+2,863
57
$5.77M 0.1%
22,446
+4,033
58
$3.97M 0.07%
+400,000
59
$3.58M 0.06%
+80,742
60
$3.49M 0.06%
+350,000
61
$2.77M 0.05%
87,163
-29,200
62
$2.77M 0.05%
+8,154
63
$2.6M 0.04%
10,189
64
$2.51M 0.04%
+250,000
65
$2.21M 0.04%
244,068
-101,699
66
$2.1M 0.04%
275,539
-106,944
67
$2M 0.03%
+200,000
68
$1.96M 0.03%
13,759
-7,342
69
$1.87M 0.03%
78,589
70
$1.82M 0.03%
67,225
-13,100
71
$1.56M 0.03%
16,355
-9,909
72
$1.49M 0.03%
125,003
73
$1.4M 0.02%
+139,286
74
$1.38M 0.02%
9,600
75
$1.15M 0.02%
5,090
-146,038
1 2
3
4 5