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

Top Buys

1
+$8.16M
2
+$6.24M
3
+$5.85M
4
RTO icon
Rentokil
RTO
+$5.24M
5
BILL icon
BILL Holdings
BILL
+$3.22M

Top Sells

1
+$6.77M
2
+$4.66M
3
+$3.44M
4
ICE icon
Intercontinental Exchange
ICE
+$3.32M
5
YOU icon
Clear Secure
YOU
+$2.83M

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
1 2
3