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
$4.57B
AUM Growth
+$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$78.4M
2
+$51.5M
3
+$50.5M
4
AXSM icon
Axsome Therapeutics
AXSM
+$49.6M
5
QSR icon
Restaurant Brands International
QSR
+$33.9M

Top Sells

1
+$144M
2
+$106M
3
+$55.2M
4
KKR icon
KKR & Co
KKR
+$52.9M
5
WDC icon
Western Digital
WDC
+$34.5M

Sector Composition

1 Healthcare 20.21%
2 Consumer Discretionary 19.36%
3 Technology 19.28%
4 Industrials 16.82%
5 Financials 10.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-1,720
77
– –
-3,564
78
– –
0
79
– –
-6,725
80
– –
-1,032,781
81
– –
-1,774,990
1 2 3
4