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
$1.04B
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$55.6M
2
+$15.3M
3
+$13.5M
4
RTO icon
Rentokil
RTO
+$7.62M
5
LAD icon
Lithia Motors
LAD
+$7.28M

Top Sells

1
+$56.4M
2
+$30.4M
3
+$30.3M
4
QRVO icon
Qorvo
QRVO
+$15.8M
5
FLEX icon
Flex
FLEX
+$13.3M

Sector Composition

1 Consumer Discretionary 24.14%
2 Healthcare 14.66%
3 Technology 12.18%
4 Consumer Staples 11.36%
5 Materials 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$31K ﹤0.01%
43,097
52
$18K ﹤0.01%
+272
53
– –
-329,681
54
– –
-350,467
55
– –
-12,200
56
– –
-49,321
57
– –
-792,654
58
– –
-14,609
59
– –
-250,000
1 2
3