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
$5.77B
AUM Growth
+$329M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$161M
2
+$146M
3
+$140M
4
ACGL icon
Arch Capital
ACGL
+$124M
5
REZI icon
Resideo Technologies
REZI
+$107M

Top Sells

1
+$186M
2
+$151M
3
+$142M
4
UBER icon
Uber
UBER
+$125M
5
SPGI icon
S&P Global
SPGI
+$107M

Sector Composition

1 Technology 22.99%
2 Healthcare 18.3%
3 Consumer Discretionary 17.46%
4 Financials 11.13%
5 Industrials 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$255M 4.35%
1,162,418
-72,601
2
$250M 4.27%
18,148,532
-524,871
3
$225M 3.84%
3,248,618
-45,044
4
$205M 3.49%
3,347,623
-1,226,323
5
$189M 3.23%
3,973,353
-31,934
6
$173M 2.96%
948,057
-43,142
7
$171M 2.91%
475,073
-34,686
8
$170M 2.89%
1,352,757
+141,415
9
$161M 2.74%
+4,260,300
10
$151M 2.57%
14,747,443
-3,967,123
11
$148M 2.53%
2,282,077
-2,329
12
$146M 2.49%
+7,613,628
13
$140M 2.39%
+6,597,816
14
$139M 2.37%
1,245,436
-78,901
15
$136M 2.33%
2,410,603
+346,445
16
$136M 2.33%
2,607,137
-215,849
17
$133M 2.27%
6,188,071
-325,364
18
$131M 2.24%
2,443,249
-201,198
19
$126M 2.16%
540,416
-35,538
20
$124M 2.12%
+3,243,809
21
$120M 2.05%
1,112,326
-130,386
22
$117M 1.99%
4,506,603
-129,651
23
$116M 1.98%
572,622
-143,485
24
$116M 1.98%
2,595,300
-293,350
25
$115M 1.96%
1,822,160
+785,081
1
2 3 4 5