IAM

Iridian Asset Management Portfolio holdings

AUM $289M
1-Year Est. Return 9.78%
This Quarter Est. Return
1 Year Est. Return
+9.78%
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
+$84.9M
2
+$71.1M
3
+$10.5M
4
HLF icon
Herbalife
HLF
+$9.38M
5
LNW icon
Light & Wonder
LNW
+$9M

Top Sells

1
+$15M
2
+$13.2M
3
+$8.61M
4
QRVO icon
Qorvo
QRVO
+$5.22M
5
BECN
Beacon Roofing Supply, Inc.
BECN
+$4.37M

Sector Composition

1 Consumer Discretionary 22.15%
2 Technology 14.4%
3 Healthcare 13.64%
4 Consumer Staples 10.95%
5 Financials 10.11%
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
– –
-38,904
55
– –
-1,920
56
– –
-278,499
1 2
3