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
$6.38B
AUM Growth
-$537M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$74.3M
2
+$62.4M
3
+$53M
4
HDS
HD Supply Holdings, Inc.
HDS
+$48.1M
5
LH icon
Labcorp
LH
+$45.9M

Top Sells

1
+$151M
2
+$102M
3
+$99.1M
4
ATI icon
ATI
ATI
+$90.8M
5
QRVO icon
Qorvo
QRVO
+$72M

Sector Composition

1 Consumer Discretionary 22.77%
2 Technology 14.65%
3 Healthcare 14.51%
4 Industrials 11.49%
5 Financials 11.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-3,603,621
77
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-1,800
78
– –
-4,996,057
79
– –
-18,428
80
– –
-19,614
81
– –
-2,266
82
– –
-40,765
83
– –
-42,450
1 2 3
4