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
$9.76B
AUM Growth
+$1.01B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$110M
2
+$105M
3
+$90.7M
4
BHC icon
Bausch Health
BHC
+$84.4M
5
LOW icon
Lowe's Companies
LOW
+$75.9M

Top Sells

1
+$119M
2
+$105M
3
+$94.1M
4
JOY
Joy Global Inc
JOY
+$81.5M
5
LDOS icon
Leidos
LDOS
+$57.6M

Sector Composition

1 Consumer Discretionary 22.31%
2 Technology 16.88%
3 Materials 14.41%
4 Healthcare 12.9%
5 Industrials 11.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$236K ﹤0.01%
14,650
-5,070
77
$236K ﹤0.01%
+5,240
78
$236K ﹤0.01%
9,920
-4,130
79
$236K ﹤0.01%
21,790
-4,370
80
$232K ﹤0.01%
21,018
-9,272
81
$230K ﹤0.01%
174,600
-52,800
82
$229K ﹤0.01%
8,591
-677
83
$224K ﹤0.01%
2,655
-1,110
84
$222K ﹤0.01%
8,566
-3,995
85
$221K ﹤0.01%
13,070
-4,670
86
$218K ﹤0.01%
10,298
-4,260
87
$216K ﹤0.01%
2,793
-2,389
88
$216K ﹤0.01%
19,920
-8,280
89
$216K ﹤0.01%
7,250
-4,760
90
$213K ﹤0.01%
20,664
-8,510
91
$210K ﹤0.01%
13,530
-3,840
92
$206K ﹤0.01%
10,521
-4,170
93
$202K ﹤0.01%
8,169
-2,000
94
$197K ﹤0.01%
73,670
-22,600
95
$189K ﹤0.01%
46,510
+20,770
96
$185K ﹤0.01%
32,430
-340
97
$184K ﹤0.01%
17,060
-7,130
98
$182K ﹤0.01%
14,300
-10,790
99
$179K ﹤0.01%
+11,830
100
$178K ﹤0.01%
13,000
-5,750
2 3
4
5 6