IAM

Iridian Asset Management Portfolio holdings

AUM $254M
1-Year Est. Return 15.2%
This Quarter Est. Return
1 Year Est. Return
+15.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.7B
AUM Growth
+$817M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$150M
2
+$129M
3
+$128M
4
AXTA icon
Axalta
AXTA
+$127M
5
MLM icon
Martin Marietta Materials
MLM
+$112M

Top Sells

1
+$214M
2
+$167M
3
+$153M
4
TKR icon
Timken Company
TKR
+$142M
5
VAL
Valspar
VAL
+$104M

Sector Composition

1 Consumer Discretionary 26.24%
2 Industrials 16.5%
3 Healthcare 16.32%
4 Technology 11.75%
5 Materials 10.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$125K ﹤0.01%
+2,539
102
$125K ﹤0.01%
18,590
-2,070
103
$115K ﹤0.01%
15,140
+4,170
104
$106K ﹤0.01%
14,710
+3,780
105
$90K ﹤0.01%
123,240
-11,880
106
$76K ﹤0.01%
10,155
+109
107
$61K ﹤0.01%
+2,085
108
$35K ﹤0.01%
17,795
109
– –
-6,426
110
– –
-3,376,476
111
– –
-25,211
112
– –
-5,220
113
– –
-53,925
114
– –
-5,280
115
– –
-5,408,960
116
– –
-17,100
1 2 3 4
5