IAM

Iridian Asset Management Portfolio holdings

AUM $272M
1-Year Est. Return 26.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.33B
AUM Growth
-$259M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$37.2M
2
+$33.1M
3
+$31.3M
4
LH icon
Labcorp
LH
+$4.98M
5
CRL icon
Charles River Laboratories
CRL
+$4.54M

Top Sells

1
+$41.3M
2
+$23.6M
3
+$23.6M
4
BAX icon
Baxter International
BAX
+$21.5M
5
TECK icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-79,749
52
– –
-10,736
53
– –
-83,333
54
– –
-48,875
55
– –
-64,687
56
– –
-570,504
57
– –
0
58
– –
0
59
– –
-9,388
60
– –
-4,032
61
– –
-553,434
62
– –
-110,697
63
– –
-25,222
64
– –
0
65
– –
-47,889
66
– –
-82,596
67
– –
-250,252
68
– –
-22,279
1 2
3