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
-$610M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$168M
2
+$155M
3
+$125M
4
MLM icon
Martin Marietta Materials
MLM
+$124M
5
AGN
Allergan plc
AGN
+$110M

Top Sells

1
+$448M
2
+$271M
3
+$181M
4
LYB icon
LyondellBasell Industries
LYB
+$165M
5
GPK icon
Graphic Packaging
GPK
+$156M

Sector Composition

1 Consumer Discretionary 26.83%
2 Materials 12.24%
3 Industrials 11.84%
4 Healthcare 11.16%
5 Technology 10.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$489M 4.52%
2,832,314
+69,981
2
$455M 4.2%
10,030,739
-205,117
3
$425M 3.93%
5,978,649
+1,034,038
4
$416M 3.84%
6,739,847
+943,331
5
$388M 3.58%
11,259,536
-370,477
6
$375M 3.46%
9,690,965
+730,813
7
$315M 2.91%
2,926,115
-222,080
8
$309M 2.86%
11,377,670
-3,336,456
9
$307M 2.83%
3,630,440
-1,517,305
10
$280M 2.59%
9,446,836
-759,570
11
$277M 2.56%
4,096,391
-180,010
12
$264M 2.44%
3,921,193
-253,440
13
$256M 2.37%
4,802,117
+938,501
14
$255M 2.36%
4,856,028
+2,954,805
15
$255M 2.36%
4,778,079
-470,070
16
$250M 2.31%
18,589,896
-20,173,697
17
$246M 2.27%
4,769,337
-50,215
18
$242M 2.23%
3,012,918
-59,090
19
$231M 2.13%
5,174,073
+1,590,044
20
$223M 2.06%
5,348,347
+293,025
21
$219M 2.02%
2,957,028
+566,249
22
$216M 2%
3,625,090
+592,390
23
$215M 1.98%
1,948,489
+359,064
24
$193M 1.79%
4,962,810
-45,560
25
$182M 1.68%
7,120,075
+1,837,765
1
2 3 4