IAM
Iridian Asset Management Portfolio holdings
AUM
$289M
1-Year Return
9.78%
This Quarter Return
-0.43%
1 Year Return
+9.78%
3 Year Return
+57.11%
5 Year Return
+119.55%
10 Year Return
+265.41%
AUM
$1.33B
AUM Growth
-$259M
(-16%)
Cap. Flow
-$253M
Cap. Flow
% of AUM
-19.07%
Top 10 Holdings %
Top 10 Hldgs %
42.45%
Holding
68
New
1
Increased
13
Reduced
30
Closed
17
Top Buys
| 1 |
BellRing Brands
BRBR
|
$37.2M |
| 2 |
ACV Auctions
ACVA
|
$33.1M |
| 3 |
Gen Digital
GEN
|
$31.3M |
| 4 |
Labcorp
LH
|
$4.98M |
| 5 |
Charles River Laboratories
CRL
|
$4.54M |
Top Sells
| 1 |
Toll Brothers
TOL
|
$41.3M |
| 2 |
Lyft
LYFT
|
$23.6M |
| 3 |
L3Harris
LHX
|
$23.6M |
| 4 |
Baxter International
BAX
|
$21.5M |
| 5 |
Teck Resources
TECK
|
$21M |
Sector Composition
| 1 | Consumer Discretionary | 26.12% |
| 2 | Technology | 18.81% |
| 3 | Healthcare | 15.68% |
| 4 | Financials | 11.43% |
| 5 | Industrials | 9.31% |
