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
$9.76B
AUM Growth
+$1.01B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$110M
2
+$105M
3
+$90.7M
4
BHC icon
Bausch Health
BHC
+$84.4M
5
LOW icon
Lowe's Companies
LOW
+$75.9M

Top Sells

1
+$119M
2
+$105M
3
+$94.1M
4
JOY
Joy Global Inc
JOY
+$81.5M
5
LDOS icon
Leidos
LDOS
+$57.6M

Sector Composition

1 Consumer Discretionary 22.31%
2 Technology 16.88%
3 Materials 14.41%
4 Healthcare 12.9%
5 Industrials 11.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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-8,670
127
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-11,690
128
– –
-19,039
129
– –
-6,147,426
130
– –
-1,628,817
131
– –
-13,480
132
– –
-15,940
133
– –
-3,725
134
– –
-6,487
135
– –
-4,350
2 3 4 5
6