II
IFM Investors Portfolio holdings
AUM
$12B
1-Year Est. Return
26.84%
This Fund
S&P 500
1 Year Est. Return
+26.84%
AUM
$12B
AUM Growth
+$614M
(+5.4%)
Holding
667
Top Buys
| 1 | +$40.1M | |
| 2 | +$32M | |
| 3 | +$27.6M | |
| 4 |
Chubb
CB
|
+$22.1M |
| 5 |
Spotify
SPOT
|
+$19.4M |
Top Sells
| 1 | +$37.1M | |
| 2 | +$22.2M | |
| 3 | +$13.9M | |
| 4 |
W.W. Grainger
GWW
|
+$8.2M |
| 5 |
Monolithic Power Systems
MPWR
|
+$8.14M |
Sector Composition
| 1 | Technology | 34.52% |
| 2 | Financials | 12.65% |
| 3 | Communication Services | 10.94% |
| 4 | Consumer Discretionary | 9.81% |
| 5 | Healthcare | 9.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
NVIDIA
NVDA
$4.49T
| $900M | 7.51% |
4,827,207
+39,409
|
|
||
2
Apple
AAPL
$3.83T
| $795M | 6.63% |
2,924,490
+10,968
|
|
||
3
Microsoft
MSFT
$3.01T
| $677M | 5.65% |
1,399,231
+20,017
|
|
||
4
Amazon
AMZN
$2.3T
| $428M | 3.57% |
1,855,163
+22,906
|
|
||
5
Alphabet (Google) Class A
GOOGL
$3.71T
| $351M | 2.92% |
1,119,814
+18,888
|
|
||
|
6
Alphabet (Google) Class C
GOOG
$3.71T
| $313M | 2.61% |
996,558
-766
|
|
||
7
Broadcom
AVGO
$1.62T
| $308M | 2.57% |
891,183
+14,579
|
|
||
8
Meta Platforms (Facebook)
META
$1.65T
| $279M | 2.32% |
421,916
+2,969
|
|
||
9
Tesla
TSLA
$1.5T
| $252M | 2.1% |
560,384
-7,363
|
|
||
10
Eli Lilly
LLY
$894B
| $171M | 1.43% |
159,239
+1,667
|
|
||
11
JPMorgan Chase
JPM
$779B
| $170M | 1.42% |
528,882
-4,656
|
|
||
12
Berkshire Hathaway Class B
BRK.B
$1.07T
| $129M | 1.08% |
256,449
+4,704
|
|
||
13
Visa
V
$605B
| $117M | 0.98% |
333,954
-1,013
|
|
||
14
iShares MSCI India ETF
INDA
$8.79B
| $104M | 0.87% |
1,930,059
+149,500
|
|
||
15
Johnson & Johnson
JNJ
$587B
| $101M | 0.85% |
489,545
+17,014
|
|
||
16
Exxon Mobil
XOM
$617B
| $96.1M | 0.8% |
798,763
-1,198
|
|
||
17
Mastercard
MA
$459B
| $93.8M | 0.78% |
164,294
-2,368
|
|
||
18
Walmart Inc
WMT
$997B
| $92.2M | 0.77% |
827,226
+659
|
|
||
19
AbbVie
ABBV
$401B
| $79.8M | 0.67% |
349,411
+4,114
|
|
||
20
Palantir
PLTR
$361B
| $78.4M | 0.65% |
441,330
+4,434
|
|
||
21
Netflix
NFLX
$409B
| $77.5M | 0.65% |
826,436
+1,416
|
|
||
22
Bank of America
BAC
$348B
| $76M | 0.63% |
1,382,063
-11,420
|
|
||
23
Costco
COST
$443B
| $72.5M | 0.61% |
84,129
+835
|
|
||
24
Advanced Micro Devices
AMD
$331B
| $69.4M | 0.58% |
324,259
+5,849
|
|
||
25
Home Depot
HD
$356B
| $67.3M | 0.56% |
195,462
+1,701
|
|