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
$12.7B
AUM Growth
+$817M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$150M
2
+$129M
3
+$128M
4
AXTA icon
Axalta
AXTA
+$127M
5
MLM icon
Martin Marietta Materials
MLM
+$112M

Top Sells

1
+$214M
2
+$167M
3
+$153M
4
TKR icon
Timken Company
TKR
+$142M
5
VAL
Valspar
VAL
+$104M

Sector Composition

1 Consumer Discretionary 26.24%
2 Industrials 16.5%
3 Healthcare 16.32%
4 Technology 11.75%
5 Materials 10.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$657M 5.17%
2,955,571
-87,966
2
$654M 5.15%
12,730,411
-649,860
3
$619M 4.88%
6,175,477
+411,880
4
$537M 4.23%
13,067,562
+2,265,685
5
$462M 3.64%
6,892,943
+451,890
6
$457M 3.6%
19,483,866
+2,597,866
7
$435M 3.43%
5,401,176
+365,475
8
$409M 3.22%
7,017,102
+665,245
9
$396M 3.12%
4,837,571
+425,548
10
$377M 2.97%
27,055,903
+1,813,940
11
$363M 2.86%
3,501,825
+132,240
12
$358M 2.82%
9,679,984
+348,142
13
$355M 2.8%
4,379,424
+1,038,505
14
$349M 2.75%
4,393,762
+294,025
15
$316M 2.49%
5,821,919
+1,176,771
16
$299M 2.36%
14,367,307
+1,041,985
17
$285M 2.25%
20,939,866
-312,222
18
$281M 2.21%
9,543,326
-1,127,039
19
$270M 2.13%
1,552,749
+104,625
20
$258M 2.03%
3,150,341
-1,273,281
21
$253M 1.99%
2,682,728
-1,776,820
22
$252M 1.99%
3,172,985
+215,710
23
$246M 1.94%
6,606,743
+133,044
24
$238M 1.88%
5,383,332
+362,070
25
$229M 1.8%
4,334,594
+807,614
1
2 3 4 5