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
$1.07B
AUM Growth
-$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$6.66M
2 +$4.35M
3 +$4.02M
4
CLVT icon
Clarivate
CLVT
+$3.82M
5
ELV icon
Elevance Health
ELV
+$3.26M

Top Sells

1 +$71.5M
2 +$56.2M
3 +$28.4M
4
QSR icon
Restaurant Brands International
QSR
+$25.5M
5
BECN
Beacon Roofing Supply, Inc.
BECN
+$22M

Sector Composition

1 Consumer Discretionary 19.87%
2 Healthcare 14.89%
3 Technology 11.05%
4 Consumer Staples 9.34%
5 Financials 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-47,123