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
$1.56B
AUM Growth
+$322M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$5.91M
2
+$5.36M
3
+$5.23M
4
DIS icon
Walt Disney
DIS
+$3.42M
5
META icon
Meta Platforms (Facebook)
META
+$2.69M

Top Sells

1
+$2.86M
2
+$1.29M
3
+$713K
4
DELL icon
Dell
DELL
+$601K
5
SCG
Scana
SCG
+$379K

Sector Composition

1 Technology 18.96%
2 Financials 14.93%
3 Healthcare 14.12%
4 Consumer Discretionary 10.54%
5 Communication Services 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.29M 0.08%
8,016
+742
252
$1.28M 0.08%
7,075
+658
253
$1.28M 0.08%
5,728
+704
254
$1.26M 0.08%
51,318
+3,857
255
$1.26M 0.08%
9,833
+1,356
256
$1.25M 0.08%
4,985
+472
257
$1.25M 0.08%
7,847
+908
258
$1.25M 0.08%
11,961
+899
259
$1.25M 0.08%
30,006
+2,726
260
$1.24M 0.08%
87,150
+12,300
261
$1.24M 0.08%
37,873
+2,522
262
$1.24M 0.08%
76,864
+7,336
263
$1.23M 0.08%
21,333
+2,110
264
$1.23M 0.08%
10,325
+1,480
265
$1.22M 0.08%
13,527
+1,208
266
$1.22M 0.08%
9,796
+1,187
267
$1.21M 0.08%
17,050
+1,842
268
$1.21M 0.08%
4,190
+403
269
$1.21M 0.08%
33,693
+3,229
270
$1.2M 0.08%
23,836
+3,628
271
$1.2M 0.08%
16,895
+2,210
272
$1.2M 0.08%
18,691
+2,254
273
$1.2M 0.08%
18,856
+2,668
274
$1.2M 0.08%
14,883
+1,159
275
$1.2M 0.08%
27,266
+3,241
9 10
11
12 13