IAM

Iridian Asset Management Portfolio holdings

AUM $289M
1-Year Est. Return 9.78%
This Quarter Est. Return
1 Year Est. Return
+9.78%
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
1
$471M 4.83%
3,737,861
+668,990
2
$390M 4%
11,414,202
+816,710
3
$377M 3.86%
11,021,789
+231,024
4
$376M 3.85%
6,295,595
-310,250
5
$370M 3.79%
3,539,646
+321,120
6
$366M 3.75%
23,945,715
+914,182
7
$346M 3.54%
3,960,154
-249,170
8
$343M 3.52%
5,153,368
-116,790
9
$342M 3.5%
3,617,350
+163,930
10
$329M 3.37%
3,367,017
+119,300
11
$326M 3.34%
5,120,930
+236,310
12
$326M 3.34%
608,074
+26,140
13
$321M 3.29%
6,688,073
+1,581,480
14
$315M 3.23%
5,539,732
+510,030
15
$293M 3%
7,567,767
+971,000
16
$270M 2.76%
3,539,843
+158,780
17
$262M 2.68%
3,110,807
+262,633
18
$246M 2.52%
2,501,773
+115,170
19
$244M 2.5%
3,094,955
+595,710
20
$236M 2.42%
3,551,579
+163,670
21
$225M 2.31%
3,644,937
+7,828
22
$224M 2.29%
5,389,752
-2,873,902
23
$223M 2.29%
8,081,088
+203,700
24
$222M 2.27%
7,447,743
-1,183,509
25
$194M 1.98%
4,866,808
-259,528
1
2 3 4 5