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

Top Buys

1
+$110M
2
+$77M
3
+$74.2M
4
LAD icon
Lithia Motors
LAD
+$59.5M
5
VTRS icon
Viatris
VTRS
+$53.6M

Top Sells

1
+$171M
2
+$100M
3
+$69.9M
4
MLM icon
Martin Marietta Materials
MLM
+$66.6M
5
ETRN
Equitrans Midstream Corporation Common Stock
ETRN
+$50.7M

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