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
$4.13B
AUM Growth
-$1.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$37.6M
2
+$33.6M
3
+$31.1M
4
AXSM icon
Axsome Therapeutics
AXSM
+$30.5M
5
EFX icon
Equifax
EFX
+$27.3M

Top Sells

1
+$175M
2
+$123M
3
+$78.6M
4
HLT icon
Hilton Worldwide
HLT
+$63.6M
5
DG icon
Dollar General
DG
+$52.4M

Sector Composition

1 Healthcare 19.77%
2 Technology 18.15%
3 Industrials 17.01%
4 Consumer Discretionary 15.37%
5 Financials 12.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$195M 4.71%
3,587,182
+489,651
2
$178M 4.3%
1,638,773
+94,465
3
$177M 4.29%
1,975,191
+254,940
4
$166M 4.02%
196,376
-4,616
5
$160M 3.88%
23,388,437
-15,188
6
$159M 3.84%
25,158,102
+568,343
7
$157M 3.79%
869,785
+98,373
8
$156M 3.78%
687,589
-36,841
9
$154M 3.73%
933,325
-15,179
10
$151M 3.66%
5,315,980
+875,576
11
$148M 3.58%
1,831,439
+42,863
12
$145M 3.52%
5,384,292
+612,368
13
$136M 3.29%
2,105,391
+168,776
14
$132M 3.2%
2,285,751
+124,573
15
$132M 3.2%
945,604
-76,834
16
$125M 3.01%
508,148
+26,323
17
$98.5M 2.38%
4,170,965
-28,676
18
$97.6M 2.36%
4,156,418
+328,853
19
$96.3M 2.33%
2,151,572
-556,652
20
$95M 2.3%
1,954,642
-67,547
21
$93M 2.25%
4,286,245
+135,899
22
$93M 2.25%
1,152,850
+385,249
23
$80.4M 1.95%
525,036
+1,248
24
$79M 1.91%
7,367,812
-270,085
25
$77.2M 1.87%
2,220,604
-241,502
1
2 3 4