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
$1.59B
AUM Growth
-$1.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$19.8M
3
+$16.8M
4
HLF icon
Herbalife
HLF
+$15.9M
5
BRBR icon
BellRing Brands
BRBR
+$7.46M

Top Sells

1
+$84.3M
2
+$84.3M
3
+$83.2M
4
POST icon
Post Holdings
POST
+$76.8M
5
MOH icon
Molina Healthcare
MOH
+$75.9M

Sector Composition

1 Consumer Discretionary 24.62%
2 Healthcare 17.79%
3 Technology 17.75%
4 Financials 11.62%
5 Industrials 10.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.24M 0.08%
56,466
-6,166
52
$1.16M 0.07%
+71,844
53
$885K 0.05%
82,596
-456
54
$875K 0.05%
64,687
-4,489,971
55
$860K 0.05%
9,388
-30,209
56
$494K 0.03%
47,889
-4,086,360
57
$464K 0.03%
+10,736
58
$368K 0.02%
+79,749
59
$330K 0.02%
43,627
-171,716
60
$237K 0.01%
278,499
61
$200K 0.01%
1,920
-20,060
62
$180K 0.01%
22,279
-36,222
63
$68K ﹤0.01%
83,333
64
$14K ﹤0.01%
14,609
-43,422
65
– –
-11
66
– –
-22,731
67
– –
-32,956
68
– –
0
69
– –
-41,837
70
– –
0
71
– –
-13,125
72
– –
-30,997
73
– –
-6,920
74
– –
0
75
– –
-39,046
1 2
3
4