IAM
Iridian Asset Management Portfolio holdings
AUM
$289M
This Quarter Return
-2.99%
1 Year Return
+9.78%
3 Year Return
+57.11%
5 Year Return
+119.55%
10 Year Return
+265.41%
AUM
$494M
AUM Growth
-$581M
(-54%)
Cap. Flow
-$555M
Cap. Flow
% of AUM
-112.47%
Top 10 Holdings %
Top 10 Hldgs %
61.39%
Holding
52
New
2
Increased
4
Reduced
42
Closed
2
Top Buys
| 1 |
Katapult Holdings
KPLT
|
$4.07M |
| 2 |
Fortrea Holdings
FTRE
|
$1.68M |
| 3 |
Clear Secure
YOU
|
$552K |
| 4 |
OPAL Fuels
OPAL
|
$212K |
| 5 |
Bloom Energy
BE
|
$177K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$171M |
| 2 |
BellRing Brands
BRBR
|
$24M |
| 3 |
Labcorp
LH
|
$23.6M |
| 4 |
Crown Holdings
CCK
|
$22.1M |
| 5 |
Elevance Health
ELV
|
$19.7M |
Sector Composition
| 1 | Consumer Discretionary | 23.16% |
| 2 | Healthcare | 15.69% |
| 3 | Consumer Staples | 11.62% |
| 4 | Technology | 11.11% |
| 5 | Financials | 4.8% |