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
$9.7B
AUM Growth
-$57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$310M
2
+$156M
3
+$114M
4
ALTR
Altera Corp
ALTR
+$103M
5
UTHR icon
United Therapeutics
UTHR
+$99.5M

Top Sells

1
+$243M
2
+$224M
3
+$185M
4
ROC
ROCKWOOD HLDGS INC
ROC
+$154M
5
PRKS icon
United Parks & Resorts
PRKS
+$113M

Sector Composition

1 Consumer Discretionary 24.06%
2 Technology 16.95%
3 Industrials 11.69%
4 Materials 11%
5 Healthcare 10.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$218K ﹤0.01%
6,860
77
$214K ﹤0.01%
4,650
78
$213K ﹤0.01%
9,233
79
$213K ﹤0.01%
15,900
80
$213K ﹤0.01%
21,018
81
$211K ﹤0.01%
21,104
+440
82
$209K ﹤0.01%
9,341
+750
83
$208K ﹤0.01%
10,298
84
$204K ﹤0.01%
+9,110
85
$202K ﹤0.01%
14,210
-7,580
86
$200K ﹤0.01%
+3,860
87
$199K ﹤0.01%
19,920
88
$193K ﹤0.01%
16,280
+4,450
89
$192K ﹤0.01%
13,070
90
$190K ﹤0.01%
12,610
+2,340
91
$190K ﹤0.01%
46,510
92
$190K ﹤0.01%
165,385
93
$185K ﹤0.01%
13,530
94
$180K ﹤0.01%
+14,280
95
$179K ﹤0.01%
17,060
96
$177K ﹤0.01%
954
+275
97
$177K ﹤0.01%
21,240
+7,770
98
$175K ﹤0.01%
16,188
-14,937
99
$161K ﹤0.01%
11,070
100
$158K ﹤0.01%
+1,135
1 2 3
4
5