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
$4.13B
AUM Growth
-$1.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$37.6M
2
+$33.6M
3
+$31.1M
4
AXSM icon
Axsome Therapeutics
AXSM
+$30.5M
5
EFX icon
Equifax
EFX
+$27.3M

Top Sells

1
+$175M
2
+$123M
3
+$78.6M
4
HLT icon
Hilton Worldwide
HLT
+$63.6M
5
DG icon
Dollar General
DG
+$52.4M

Sector Composition

1 Healthcare 19.77%
2 Technology 18.15%
3 Industrials 17.01%
4 Consumer Discretionary 15.37%
5 Financials 12.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-7,911
77
– –
-2,234
78
– –
-1,448,662
79
– –
-2,727
80
– –
-7,239
81
– –
-12,222
1 2 3
4