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
$494M
AUM Growth
-$581M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$6.33M
2
+$1.74M
3
+$642K
4
BE icon
Bloom Energy
BE
+$209K
5
OPAL icon
OPAL Fuels
OPAL
+$190K

Top Sells

1
+$178M
2
+$24.8M
3
+$22.4M
4
BRBR icon
BellRing Brands
BRBR
+$22.3M
5
ELV icon
Elevance Health
ELV
+$20.5M

Sector Composition

1 Consumer Discretionary 23.16%
2 Healthcare 15.69%
3 Consumer Staples 11.62%
4 Technology 11.11%
5 Financials 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-21,691
52
– –
-20,023
1 2
3