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
$1.22B
AUM Growth
-$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$92.2M
2
+$77.4M
3
+$12.1M
4
HLF icon
Herbalife
HLF
+$11.3M
5
LNW
Light & Wonder
LNW
+$10.2M

Top Sells

1
+$16.2M
2
+$13.5M
3
+$10M
4
QRVO icon
Qorvo
QRVO
+$5.97M
5
BECN
Beacon Roofing Supply, Inc.
BECN
+$5M

Sector Composition

1 Consumer Discretionary 22.15%
2 Technology 14.43%
3 Healthcare 13.64%
4 Consumer Staples 10.95%
5 Financials 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$73K 0.01%
+30,000
52
$49K ﹤0.01%
43,097
-530
53
$2K ﹤0.01%
14,609
54
– –
-278,499
55
– –
-38,904
56
– –
-1,920
1 2
3