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
$6.91B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$329M
2
+$302M
3
+$285M
4
GRA
W.R. Grace & Co.
GRA
+$283M
5
BHC icon
Bausch Health
BHC
+$265M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.72%
2 Consumer Discretionary 20.53%
3 Healthcare 14.46%
4 Materials 14.34%
5 Industrials 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$322M 4.67%
+6,758,439
2
$309M 4.48%
+11,976,664
3
$300M 4.34%
+3,568,619
4
$290M 4.19%
+3,363,568
5
$286M 4.14%
+4,088,340
6
$247M 3.58%
+7,772,509
7
$240M 3.47%
+3,708,261
8
$238M 3.44%
+3,966,422
9
$232M 3.36%
+4,017,673
10
$231M 3.35%
+7,451,356
11
$229M 3.31%
+6,629,509
12
$204M 2.95%
+3,183,301
13
$202M 2.93%
+13,897,024
14
$201M 2.91%
+17,859,966
15
$194M 2.82%
+2,274,666
16
$193M 2.79%
+454,408
17
$189M 2.74%
+26,489,189
18
$186M 2.7%
+2,736,516
19
$177M 2.56%
+4,320,630
20
$163M 2.37%
+4,749,275
21
$161M 2.33%
+3,034,110
22
$143M 2.07%
+3,478,284
23
$133M 1.93%
+2,971,930
24
$132M 1.91%
+5,521,686
25
$131M 1.9%
+4,554,962
1
2 3 4 5