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
$4.53B
AUM Growth
+$401M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$69.1M
2
+$64.7M
3
+$45.1M
4
TMX
Terminix Global Holdings, Inc.
TMX
+$8.98M
5
TNL icon
Travel + Leisure Co
TNL
+$5.45M

Top Sells

1
+$73M
2
+$66.4M
3
+$51.7M
4
SPGI icon
S&P Global
SPGI
+$42.7M
5
ENTG icon
Entegris
ENTG
+$41.7M

Sector Composition

1 Healthcare 19.38%
2 Consumer Discretionary 17.9%
3 Technology 17.37%
4 Industrials 15.11%
5 Financials 11.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-1,274,889
77
– –
-7,168,486
78
– –
0
79
– –
-5,128
80
– –
-2,606
1 2 3
4