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
$9.23B
AUM Growth
-$612M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$3.71M
3
+$3.5M
4
MSTR icon
Strategy Inc
MSTR
+$2.5M
5
SCHW icon
Charles Schwab
SCHW
+$1.77M

Top Sells

1
+$6.59M
2
+$6.34M
3
+$6.19M
4
DUK icon
Duke Energy
DUK
+$5.81M
5
AMT icon
American Tower
AMT
+$5.67M

Sector Composition

1 Technology 30.27%
2 Financials 13.41%
3 Healthcare 11.15%
4 Consumer Discretionary 10.4%
5 Communication Services 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8.11M 0.09%
138,551
227
$8.09M 0.09%
108,293
228
$7.98M 0.09%
14,105
-341
229
$7.91M 0.09%
50,275
-3,357
230
$7.9M 0.09%
54,020
+274
231
$7.89M 0.09%
25,725
-1,919
232
$7.81M 0.08%
104,575
233
$7.79M 0.08%
60,969
234
$7.77M 0.08%
75,288
235
$7.75M 0.08%
65,965
+10,592
236
$7.63M 0.08%
58,351
-777
237
$7.63M 0.08%
14,501
+185
238
$7.6M 0.08%
42,197
-467
239
$7.47M 0.08%
110,362
+11,327
240
$7.36M 0.08%
76,546
241
$7.36M 0.08%
67,297
-1,935
242
$7.33M 0.08%
17,446
243
$7.29M 0.08%
66,890
-19,644
244
$7.17M 0.08%
54,279
+6,998
245
$7.13M 0.08%
28,033
+1,024
246
$7.12M 0.08%
56,019
247
$7.12M 0.08%
709,600
248
$7.05M 0.08%
40,969
+640
249
$7M 0.08%
86,698
+727
250
$6.87M 0.07%
116,637
-30,658
8 9
10
11 12