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
$10.8B
AUM Growth
-$316M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$270M
2
+$196M
3
+$191M
4
ALXN
Alexion Pharmaceuticals
ALXN
+$185M
5
ELV icon
Elevance Health
ELV
+$163M

Top Sells

1
+$285M
2
+$236M
3
+$207M
4
TECK icon
Teck Resources
TECK
+$186M
5
CMG icon
Chipotle Mexican Grill
CMG
+$171M

Sector Composition

1 Consumer Discretionary 21.26%
2 Materials 18.07%
3 Industrials 14.84%
4 Technology 12.85%
5 Healthcare 12.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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