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
$11.9B
AUM Growth
+$1.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$140M
2
+$120M
3
+$101M
4
ALR
Alere Inc
ALR
+$88.1M
5
MLM icon
Martin Marietta Materials
MLM
+$83.6M

Top Sells

1
+$171M
2
+$131M
3
+$97.3M
4
OCR
OMNICARE INC
OCR
+$45.4M
5
AZO icon
AutoZone
AZO
+$26M

Sector Composition

1 Consumer Discretionary 26.79%
2 Industrials 16.94%
3 Technology 15.73%
4 Healthcare 13.39%
5 Materials 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$103K ﹤0.01%
14,483
77
$97K ﹤0.01%
10,930
78
$95K ﹤0.01%
10,970
79
$81K ﹤0.01%
+2,642
80
$69K ﹤0.01%
10,046
81
$42K ﹤0.01%
+17,795
82
– –
-8,530
83
– –
-15,600
84
– –
-8,513
85
– –
-1,740,624
86
– –
-10,850
87
– –
-836,697
88
– –
-14,484
89
– –
-9,580
90
– –
-14,210
91
– –
-62,459
92
– –
-24,131
1 2 3
4