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
$5.44B
AUM Growth
+$869M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$134M
2
+$104M
3
+$89.2M
4
LAD icon
Lithia Motors
LAD
+$63.6M
5
VTRS icon
Viatris
VTRS
+$61.5M

Top Sells

1
+$171M
2
+$122M
3
+$73.8M
4
MLM icon
Martin Marietta Materials
MLM
+$71M
5
EFX icon
Equifax
EFX
+$54.2M

Sector Composition

1 Technology 23.7%
2 Consumer Discretionary 22.56%
3 Healthcare 18.8%
4 Financials 11.57%
5 Industrials 10.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$274K 0.01%
769
77
$191K ﹤0.01%
+545
78
$101K ﹤0.01%
1,666
79
– –
-4,772
80
– –
-38,906
81
– –
-10,447
82
– –
-25,581
83
– –
-5,988,029
84
– –
-1,476
85
– –
-4,143,763
86
– –
-884,329
1 2 3
4