IAM

Iridian Asset Management Portfolio holdings

AUM $247M
1-Year Est. Return 20.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$254M
AUM Growth
-$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$8.32M
2
+$3.47M
3
+$2.12M
4
HLF icon
Herbalife
HLF
+$2.08M
5
MOH icon
Molina Healthcare
MOH
+$1.76M

Top Sells

1
+$24.7M
2
+$8M
3
+$5.53M
4
YOU icon
Clear Secure
YOU
+$4.15M
5
KPLT icon
Katapult Holdings
KPLT
+$3.67M

Sector Composition

1 Consumer Discretionary 31.84%
2 Healthcare 22.69%
3 Consumer Staples 13.17%
4 Technology 11.94%
5 Industrials 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.7M 8.14%
2,449,155
+220,896
2
$18.6M 7.34%
1,880,851
+649,358
3
$18.2M 7.15%
305,415
-133,235
4
$16.8M 6.63%
52,103
+5,481
5
$15.5M 6.11%
614,609
-82,603
6
$14.9M 5.88%
47,298
-6,073
7
$12.8M 5.04%
119,081
-20,874
8
$12.1M 4.75%
3,666,946
-611,716
9
$11.5M 4.51%
274,055
+75,453
10
$10.1M 3.99%
83,553
-8,208
11
$8.03M 3.16%
151,554
+7,127
12
$6.81M 2.68%
81,186
-7,981
13
$5.88M 2.31%
29,377
-1,730
14
$5.51M 2.17%
193,957
-37,554
15
$5.47M 2.15%
56,650
-26,014
16
$4.85M 1.91%
192,525
-18,199
17
$4.67M 1.84%
399,393
+48,376
18
$4.61M 1.81%
13,847
-90
19
$4.57M 1.8%
78,916
-21,374
20
$4.48M 1.76%
28,626
-18,940
21
$3.84M 1.51%
1,002,958
+97,882
22
$3.81M 1.5%
249,586
23
$3.69M 1.45%
308,616
-256,228
24
$3.1M 1.22%
62,854
-6,886
25
$3.07M 1.21%
63,016
-10,810
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