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
$11.1B
AUM Growth
+$279M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$299M
2
+$260M
3
+$175M
4
SBAC icon
SBA Communications
SBAC
+$155M
5
ALLY icon
Ally Financial
ALLY
+$150M

Top Sells

1
+$264M
2
+$250M
3
+$224M
4
LOW icon
Lowe's Companies
LOW
+$212M
5
TSN icon
Tyson Foods
TSN
+$210M

Sector Composition

1 Consumer Discretionary 21.14%
2 Technology 14.62%
3 Industrials 13.6%
4 Materials 10.92%
5 Healthcare 10.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$723K 0.01%
14,037
-3,319,820
77
$699K 0.01%
15,000
78
$667K 0.01%
4,000
79
$404K ﹤0.01%
3,400
80
$218K ﹤0.01%
+4,000
81
$208K ﹤0.01%
+7,035
82
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-20,000
83
– –
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84
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85
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-15,845
86
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– –
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– –
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4