IAM

Iridian Asset Management Portfolio holdings

AUM $272M
1-Year Est. Return 26.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.8B
AUM Growth
+$1.05B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$207M
2
+$179M
3
+$140M
4
VAL
Valspar
VAL
+$92M
5
PBI icon
Pitney Bowes
PBI
+$87.4M

Top Sells

1
+$192M
2
+$188M
3
+$178M
4
AZO icon
AutoZone
AZO
+$104M
5
HPQ icon
HP
HPQ
+$60.9M

Sector Composition

1 Consumer Discretionary 27.01%
2 Technology 17.81%
3 Industrials 15.4%
4 Healthcare 10.55%
5 Materials 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$121K ﹤0.01%
160,840
+8,460
77
$121K ﹤0.01%
10,930
-8,990
78
$115K ﹤0.01%
10,970
-2,030
79
$111K ﹤0.01%
27,960
-18,550
80
– –
-2,075
81
– –
-17,060
82
– –
-9,110
83
– –
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84
– –
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85
– –
-10,298
86
– –
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87
– –
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88
– –
-7,260
89
– –
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90
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91
– –
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92
– –
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93
– –
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94
– –
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– –
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97
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– –
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1 2 3
4
5