IAM

Iridian Asset Management Portfolio holdings

AUM $254M
1-Year Est. Return 15.2%
This Quarter Est. Return
1 Year Est. Return
+15.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.22B
AUM Growth
+$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$156M
2
+$85.6M
3
+$14.4M
4
BILL icon
BILL Holdings
BILL
+$5.32M
5
CLVT icon
Clarivate
CLVT
+$3.19M

Top Sells

1
+$23.8M
2
+$20.4M
3
+$11.9M
4
FLEX icon
Flex
FLEX
+$7.96M
5
LAD icon
Lithia Motors
LAD
+$6.89M

Sector Composition

1 Consumer Discretionary 19.53%
2 Healthcare 12.07%
3 Technology 9.86%
4 Consumer Staples 8.82%
5 Financials 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-18,546
52
– –
-141,443
53
– –
-7,444
54
– –
-4,259
55
– –
-43,097
1 2
3