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
$5.77B
AUM Growth
+$329M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$161M
2
+$146M
3
+$140M
4
ACGL icon
Arch Capital
ACGL
+$124M
5
REZI icon
Resideo Technologies
REZI
+$107M

Top Sells

1
+$186M
2
+$151M
3
+$142M
4
UBER icon
Uber
UBER
+$125M
5
SPGI icon
S&P Global
SPGI
+$107M

Sector Composition

1 Technology 22.99%
2 Healthcare 18.3%
3 Consumer Discretionary 17.46%
4 Financials 11.13%
5 Industrials 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$228K ﹤0.01%
+2,054
102
$209K ﹤0.01%
+14,347
103
$112K ﹤0.01%
1,666
104
– –
0
105
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-545
106
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-1,440
107
– –
-611,584
108
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-32,743
109
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-500,063
110
– –
-202,234
111
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-12,441
112
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-4,466
113
– –
-332,895
114
– –
-1,031,943
115
– –
-2,709,674
116
– –
-1,097,443
117
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-3,214,786
118
– –
-656,409
119
– –
-156,715
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5