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
$5.57B
AUM Growth
-$194M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$132M
2
+$70.5M
3
+$44.4M
4
AVTR icon
Avantor
AVTR
+$36.4M
5
HGV icon
Hilton Grand Vacations
HGV
+$34.5M

Top Sells

1
+$161M
2
+$116M
3
+$68M
4
IAC icon
IAC Inc
IAC
+$57.8M
5
WYNN icon
Wynn Resorts
WYNN
+$52.3M

Sector Composition

1 Technology 22.87%
2 Healthcare 20.11%
3 Consumer Discretionary 18.74%
4 Financials 11.61%
5 Industrials 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-52,788
127
– –
-4,260,300
128
– –
-766,376
129
– –
-10,200
130
– –
-92,235
131
– –
0
132
– –
-275,539
2 3 4 5
6