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
$6.92B
AUM Growth
-$931M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$117M
2
+$107M
3
+$78.3M
4
HLT icon
Hilton Worldwide
HLT
+$76.2M
5
KKR icon
KKR & Co
KKR
+$62M

Top Sells

1
+$287M
2
+$198M
3
+$184M
4
MAS icon
Masco
MAS
+$98.4M
5
FCX icon
Freeport-McMoran
FCX
+$80.6M

Sector Composition

1 Consumer Discretionary 21.38%
2 Healthcare 15.34%
3 Technology 14.94%
4 Industrials 12.4%
5 Financials 11.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-640
77
– –
-6,836
78
– –
-2,503,591
79
– –
-7,734,831
80
– –
-6,255,194
1 2 3
4