II

IFM Investors Portfolio holdings

AUM $11.4B
1-Year Est. Return 27.83%
This Quarter Est. Return
1 Year Est. Return
+27.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$695M
AUM Growth
+$61.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$2.1M
3
+$1.9M
4
META icon
Meta Platforms (Facebook)
META
+$1.25M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.08M

Top Sells

1
+$369K
2
+$218K
3
+$213K
4
BRX icon
Brixmor Property Group
BRX
+$195K
5
WU icon
Western Union
WU
+$56.2K

Sector Composition

1 Technology 17.69%
2 Financials 17.08%
3 Healthcare 13.26%
4 Communication Services 10.33%
5 Consumer Discretionary 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$694K 0.1%
4,694
+432
227
$690K 0.1%
6,692
+654
228
$685K 0.1%
11,109
+793
229
$682K 0.1%
16,234
+1,220
230
$681K 0.1%
5,756
+378
231
$680K 0.1%
6,421
+673
232
$680K 0.1%
41,235
+2,865
233
$678K 0.1%
14,842
+1,684
234
$673K 0.1%
3,939
+193
235
$670K 0.1%
6,361
+595
236
$666K 0.1%
9,954
+837
237
$657K 0.09%
10,320
+1,018
238
$655K 0.09%
27,350
+817
239
$653K 0.09%
16,723
+1,647
240
$652K 0.09%
8,581
241
$648K 0.09%
8,855
+771
242
$645K 0.09%
12,746
+1,297
243
$634K 0.09%
25,516
+2,401
244
$630K 0.09%
5,113
+382
245
$629K 0.09%
10,033
+987
246
$627K 0.09%
15,496
247
$623K 0.09%
10,575
+697
248
$620K 0.09%
3,844
+257
249
$613K 0.09%
11,258
+874
250
$611K 0.09%
8,522
+850
8 9
10
11 12