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
$2.38B
AUM Growth
+$440M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$13.5M
3
+$12.4M
4
META icon
Meta Platforms (Facebook)
META
+$5.77M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.96M

Top Sells

1
+$1.85M
2
+$993K
3
+$642K
4
TDG icon
TransDigm Group
TDG
+$425K
5
DINO icon
HF Sinclair
DINO
+$299K

Sector Composition

1 Technology 26.17%
2 Healthcare 14.06%
3 Financials 12.26%
4 Consumer Discretionary 12.22%
5 Communication Services 10.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.89M 0.08%
36,453
+3,857
252
$1.89M 0.08%
34,222
+3,708
253
$1.88M 0.08%
72,103
+8,465
254
$1.87M 0.08%
23,650
+2,202
255
$1.86M 0.08%
119,130
+11,748
256
$1.85M 0.08%
70,548
+7,188
257
$1.83M 0.08%
117,333
+12,443
258
$1.81M 0.08%
62,717
+5,763
259
$1.8M 0.08%
24,942
+1,740
260
$1.78M 0.07%
34,290
+4,150
261
$1.76M 0.07%
12,253
+1,281
262
$1.75M 0.07%
8,569
+665
263
$1.75M 0.07%
19,119
+1,566
264
$1.73M 0.07%
48,071
+5,273
265
$1.73M 0.07%
29,072
+2,313
266
$1.72M 0.07%
60,439
+4,837
267
$1.72M 0.07%
11,497
+1,094
268
$1.71M 0.07%
10,708
+1,772
269
$1.71M 0.07%
29,061
+3,926
270
$1.7M 0.07%
12,304
-4,641
271
$1.68M 0.07%
56,094
+6,427
272
$1.67M 0.07%
15,839
+1,539
273
$1.67M 0.07%
6,068
+780
274
$1.66M 0.07%
16,933
+1,599
275
$1.66M 0.07%
6,963
+553
9 10
11
12 13