IAM

Iridian Asset Management Portfolio holdings

AUM $289M
1-Year Est. Return 9.78%
This Quarter Est. Return
1 Year Est. Return
+9.78%
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 +$86.6M
2 +$52.6M
3 +$48.4M
4
AXSM icon
Axsome Therapeutics
AXSM
+$45.4M
5
QSR icon
Restaurant Brands International
QSR
+$35M

Top Sells

1 +$120M
2 +$106M
3 +$59.6M
4
KKR icon
KKR & Co
KKR
+$52M
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
-1,774,990
81
-1,032,781