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
$319M
AUM Growth
-$57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$2.58M
3
+$2.48M
4
HLF icon
Herbalife
HLF
+$2.31M
5
RTO icon
Rentokil
RTO
+$2.28M

Top Sells

1
+$35.2M
2
+$7.11M
3
+$6.41M
4
LH icon
Labcorp
LH
+$3.79M
5
POST icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-12,653
1 2
3