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
$12.7B
AUM Growth
+$817M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$150M
2
+$129M
3
+$128M
4
AXTA icon
Axalta
AXTA
+$127M
5
MLM icon
Martin Marietta Materials
MLM
+$112M

Top Sells

1
+$214M
2
+$167M
3
+$153M
4
TKR icon
Timken Company
TKR
+$142M
5
VAL
Valspar
VAL
+$104M

Sector Composition

1 Consumer Discretionary 26.24%
2 Industrials 16.5%
3 Healthcare 16.32%
4 Technology 11.75%
5 Materials 10.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$249K ﹤0.01%
4,510
77
$230K ﹤0.01%
7,170
-1,260
78
$227K ﹤0.01%
7,521
79
$217K ﹤0.01%
16,099
80
$217K ﹤0.01%
14,136
81
$210K ﹤0.01%
11,744
82
$206K ﹤0.01%
6,090
83
$202K ﹤0.01%
+3,966
84
$193K ﹤0.01%
27,020
+9,680
85
$181K ﹤0.01%
12,340
86
$169K ﹤0.01%
106,145
87
$169K ﹤0.01%
+11,081
88
$166K ﹤0.01%
10,861
89
$166K ﹤0.01%
13,458
90
$161K ﹤0.01%
11,990
91
$158K ﹤0.01%
10,875
-585
92
$156K ﹤0.01%
+10,835
93
$153K ﹤0.01%
34,380
+5,480
94
$144K ﹤0.01%
+11,040
95
$141K ﹤0.01%
+10,580
96
$140K ﹤0.01%
18,540
-3,475
97
$133K ﹤0.01%
16,760
+6,455
98
$132K ﹤0.01%
490
-94
99
$130K ﹤0.01%
3,535
+893
100
$126K ﹤0.01%
16,710
+2,227
1 2 3
4
5