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
$7.85B
AUM Growth
+$397M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$140M
2
+$114M
3
+$110M
4
FLEX icon
Flex
FLEX
+$106M
5
KKR icon
KKR & Co
KKR
+$84.7M

Top Sells

1
+$239M
2
+$199M
3
+$122M
4
MAS icon
Masco
MAS
+$115M
5
MLM icon
Martin Marietta Materials
MLM
+$107M

Sector Composition

1 Consumer Discretionary 18.54%
2 Healthcare 16.83%
3 Technology 16.62%
4 Materials 14.72%
5 Industrials 11.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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0
77
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0
78
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0
79
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0
80
– –
-2,627,254
1 2 3
4