IAM

Iridian Asset Management Portfolio holdings

AUM $254M
1-Year Est. Return 15.2%
This Quarter Est. Return
1 Year Est. Return
+15.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$319M
AUM Growth
-$57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$2.58M
3
+$2.48M
4
HLF icon
Herbalife
HLF
+$2.31M
5
RTO icon
Rentokil
RTO
+$2.28M

Top Sells

1
+$35.2M
2
+$7.11M
3
+$6.41M
4
LH icon
Labcorp
LH
+$3.79M
5
POST icon
Post Holdings
POST
+$3.76M

Sector Composition

1 Consumer Discretionary 35.27%
2 Healthcare 18.45%
3 Consumer Staples 13.85%
4 Technology 12.96%
5 Industrials 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.7M 8.69%
1,967,332
+861,178
2
$24M 7.51%
2,775,430
+267,690
3
$22.6M 7.09%
51,991
-8,206
4
$22.1M 6.93%
477,224
-26,669
5
$20.2M 6.34%
173,674
-32,339
6
$19M 5.95%
828,361
+99,597
7
$18M 5.65%
61,424
+7,575
8
$17.7M 5.54%
197,782
-24,510
9
$12.4M 3.89%
106,312
-18,767
10
$11M 3.44%
413,578
-27,914
11
$10.8M 3.4%
289,601
-10,362
12
$9.09M 2.85%
60,419
+9,454
13
$7.72M 2.42%
115,870
+7,887
14
$7.22M 2.26%
83,351
-16,841
15
$6.84M 2.14%
20,901
-8,001
16
$6.83M 2.14%
4,585,809
-656,113
17
$6.15M 1.93%
572,923
+124,139
18
$5.9M 1.85%
576,648
+138,648
19
$5.86M 1.84%
259,065
+220
20
$5.04M 1.58%
109,849
+56,144
21
$4.53M 1.42%
1,152,149
+31,599
22
$4.4M 1.38%
30,468
-5,422
23
$4.35M 1.36%
167,737
-12,438
24
$4.29M 1.35%
105,460
+17,105
25
$3.59M 1.13%
120,605
-4,206
1
2 3