IAM

Iridian Asset Management Portfolio holdings

AUM $289M
1-Year Est. Return 9.78%
This Quarter Est. Return
1 Year Est. Return
+9.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$551M
AUM Growth
+$57.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$60.2M
2 +$7.38M
3 +$6.89M
4
RTO icon
Rentokil
RTO
+$4.25M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$4.17M

Top Sells

1 +$18.5M
2 +$17.2M
3 +$8.41M
4
ELV icon
Elevance Health
ELV
+$4.84M
5
TNL icon
Travel + Leisure Co
TNL
+$4.45M

Sector Composition

1 Consumer Discretionary 17.74%
2 Technology 11.21%
3 Healthcare 10.89%
4 Consumer Staples 9.26%
5 Financials 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$16.6K ﹤0.01%
2,400
52
$12K ﹤0.01%
+294
53
-8,797