IAM
Iridian Asset Management Portfolio holdings
AUM
$289M
1-Year Return
9.78%
This Quarter Return
-1.12%
1 Year Return
+9.78%
3 Year Return
+57.11%
5 Year Return
+119.55%
10 Year Return
+265.41%
AUM
$319M
AUM Growth
-$57M
(-15%)
Cap. Flow
-$45.3M
Cap. Flow
% of AUM
-14.22%
Top 10 Holdings %
Top 10 Hldgs %
61.04%
Holding
51
New
3
Increased
18
Reduced
22
Closed
6
Top Buys
| 1 |
ACV Auctions
ACVA
|
$12.1M |
| 2 |
BILL Holdings
BILL
|
$2.58M |
| 3 |
Nuvectis Pharma
NVCT
|
$2.48M |
| 4 |
Herbalife
HLF
|
$2.31M |
| 5 |
Rentokil
RTO
|
$2.28M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$35.2M |
| 2 |
BECN
Beacon Roofing Supply, Inc.
BECN
|
$7.11M |
| 3 |
iShares Russell Mid-Cap ETF
IWR
|
$6.41M |
| 4 |
Labcorp
LH
|
$3.79M |
| 5 |
Post Holdings
POST
|
$3.76M |
Sector Composition
| 1 | Consumer Discretionary | 35.27% |
| 2 | Healthcare | 18.45% |
| 3 | Consumer Staples | 13.85% |
| 4 | Technology | 12.96% |
| 5 | Industrials | 7.66% |