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
$10.8B
AUM Growth
+$1.05B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$222M
2
+$189M
3
+$154M
4
VAL
Valspar
VAL
+$96.9M
5
PBI icon
Pitney Bowes
PBI
+$87.2M

Top Sells

1
+$192M
2
+$188M
3
+$178M
4
AZO icon
AutoZone
AZO
+$114M
5
HPQ icon
HP
HPQ
+$66.2M

Sector Composition

1 Consumer Discretionary 27.01%
2 Technology 17.81%
3 Industrials 15.4%
4 Healthcare 10.55%
5 Materials 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$558M 5.19%
3,902,332
+196,381
2
$557M 5.18%
13,117,492
+319,940
3
$510M 4.74%
5,346,225
+661,195
4
$501M 4.66%
5,114,443
+703,505
5
$438M 4.07%
6,362,483
+407,690
6
$379M 3.52%
7,695,822
-336,405
7
$377M 3.51%
4,360,653
+1,120,990
8
$368M 3.43%
5,049,268
+33,210
9
$364M 3.38%
19,967,223
-3,633,725
10
$361M 3.35%
9,316,339
+52,706
11
$324M 3.02%
23,801,967
+11,270,670
12
$313M 2.91%
4,188,110
+1,109,583
13
$312M 2.9%
4,350,750
+536,250
14
$303M 2.82%
4,552,962
-970,830
15
$299M 2.78%
12,279,360
+3,577,425
16
$293M 2.73%
3,866,514
+387,660
17
$289M 2.69%
4,312,569
+302,410
18
$279M 2.59%
12,577,187
+10,029,569
19
$251M 2.34%
3,164,762
+18,940
20
$251M 2.33%
3,776,761
-572,405
21
$245M 2.28%
3,580,073
-60,845
22
$238M 2.21%
10,483,640
+994,420
23
$234M 2.18%
5,077,772
+595,584
24
$219M 2.04%
2,698,971
+443,090
25
$218M 2.03%
2,778,355
+562,705
1
2 3 4 5