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
$11.1B
AUM Growth
+$279M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$324M
2
+$264M
3
+$180M
4
SBAC icon
SBA Communications
SBAC
+$169M
5
ADNT icon
Adient
ADNT
+$152M

Top Sells

1
+$264M
2
+$250M
3
+$232M
4
LOW icon
Lowe's Companies
LOW
+$228M
5
TSN icon
Tyson Foods
TSN
+$206M

Sector Composition

1 Consumer Discretionary 21.14%
2 Technology 14.62%
3 Industrials 13.6%
4 Materials 10.92%
5 Healthcare 10.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$490M 4.41%
2,616,901
-215,413
2
$457M 4.11%
7,331,419
+5,200,005
3
$390M 3.5%
7,707,619
+5,216,764
4
$377M 3.39%
2,883,700
-42,415
5
$375M 3.37%
8,071,336
-1,619,629
6
$334M 3%
7,652,999
-2,377,740
7
$324M 2.91%
5,654,084
+798,056
8
$307M 2.76%
1,283,833
+751,848
9
$282M 2.54%
4,594,372
-174,965
10
$282M 2.53%
5,971,449
+797,376
11
$281M 2.53%
2,734,851
-895,589
12
$272M 2.45%
2,777,271
-235,647
13
$264M 2.37%
3,210,028
-2,768,621
14
$258M 2.32%
8,008,695
-3,368,975
15
$248M 2.23%
2,871,098
-85,930
16
$231M 2.08%
1,060,115
+482,165
17
$231M 2.08%
1,871,948
-76,541
18
$229M 2.06%
3,291,411
-804,980
19
$226M 2.04%
2,142,447
+60,865
20
$212M 1.91%
6,913,666
+3,061,679
21
$210M 1.89%
3,399,475
-3,340,372
22
$204M 1.84%
26,338,893
+5,403,804
23
$203M 1.83%
4,413,715
+746,618
24
$197M 1.77%
3,409,151
-1,368,928
25
$197M 1.77%
3,033,483
-591,607
1
2 3 4