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
$510M
AUM Growth
-$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$5.16M
3
+$3.47M
4
RTO icon
Rentokil
RTO
+$3.34M
5
YOU icon
Clear Secure
YOU
+$2.46M

Top Sells

1
+$59.8M
2
+$10.2M
3
+$4.17M
4
POST icon
Post Holdings
POST
+$3.2M
5
MOH icon
Molina Healthcare
MOH
+$2.93M

Sector Composition

1 Consumer Discretionary 21.01%
2 Technology 13.47%
3 Healthcare 10.69%
4 Consumer Staples 8.07%
5 Financials 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$251K 0.05%
+8,492
52
$198K 0.04%
+18,390
53
$27K 0.01%
581
+130
54
$12.9K ﹤0.01%
2,400
55
$12.8K ﹤0.01%
294
56
– –
-53,656
57
– –
-74,873
1 2
3