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
$376M
AUM Growth
-$91.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$7.76M
2
+$6.41M
3
+$4.2M
4
POST icon
Post Holdings
POST
+$3.99M
5
QSR icon
Restaurant Brands International
QSR
+$3.01M

Top Sells

1
+$44.2M
2
+$23.4M
3
+$20.4M
4
LPLA icon
LPL Financial
LPLA
+$17.6M
5
FLEX icon
Flex
FLEX
+$14.8M

Sector Composition

1 Consumer Discretionary 30.42%
2 Healthcare 15.33%
3 Technology 12.43%
4 Consumer Staples 10.74%
5 Industrials 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-18,390
52
– –
-4,936
53
– –
-55,380
54
– –
-102,107
55
– –
-4,060
56
– –
-294
1 2
3