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
$443M
AUM Growth
-$66.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$4.93M
2
+$4.86M
3
+$4.86M
4
HGV icon
Hilton Grand Vacations
HGV
+$4.76M
5
HLF icon
Herbalife
HLF
+$2.46M

Top Sells

1
+$52.3M
2
+$8.51M
3
+$4.16M
4
LPLA icon
LPL Financial
LPLA
+$3.64M
5
GEN icon
Gen Digital
GEN
+$2.31M

Sector Composition

1 Consumer Discretionary 23.59%
2 Technology 14.81%
3 Healthcare 12.76%
4 Consumer Staples 9.67%
5 Financials 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.09K ﹤0.01%
294
52
– –
-2,400
53
– –
-24,837
54
– –
-24,658
55
– –
-161,400
56
– –
-13,325
1 2
3