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

Top Buys

1
+$4.07M
2
+$1.68M
3
+$552K
4
OPAL icon
OPAL Fuels
OPAL
+$212K
5
BE icon
Bloom Energy
BE
+$177K

Top Sells

1
+$171M
2
+$24M
3
+$23.6M
4
CCK icon
Crown Holdings
CCK
+$22.1M
5
ELV icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-21,691
52
– –
-20,023
1 2
3