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
$467M
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$8.42M
2
+$4.87M
3
+$4.42M
4
WOLF icon
Wolfspeed
WOLF
+$3.85M
5
BILL icon
BILL Holdings
BILL
+$3.3M

Top Sells

1
+$7.54M
2
+$4.81M
3
+$3.64M
4
ICE icon
Intercontinental Exchange
ICE
+$3.46M
5
AVTR icon
Avantor
AVTR
+$3.44M

Sector Composition

1 Consumer Discretionary 22.76%
2 Technology 16.12%
3 Healthcare 12.14%
4 Consumer Staples 8.41%
5 Financials 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$114K 0.02%
+4,060
52
$40.2K 0.01%
+12,653
53
$5.34K ﹤0.01%
294
54
– –
-162,133
55
– –
-581
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