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
$4.89B
AUM Growth
+$1.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
613
New
Increased
Reduced
Closed

Top Buys

1
+$51.1M
2
+$45.6M
3
+$35.4M
4
ACN icon
Accenture
ACN
+$24.8M
5
META icon
Meta Platforms (Facebook)
META
+$19.9M

Top Sells

1
+$67.7M
2
+$4.02M
3
+$1.84M
4
ATH
Athene Holding Ltd. Class A Common Shares
ATH
+$1.07M
5
IVZ icon
Invesco
IVZ
+$1.05M

Sector Composition

1 Technology 27.03%
2 Financials 13.89%
3 Healthcare 13.38%
4 Consumer Discretionary 12.18%
5 Communication Services 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3.93M 0.08%
66,361
+10,285
252
$3.93M 0.08%
20,552
+2,999
253
$3.93M 0.08%
47,760
+6,876
254
$3.88M 0.08%
64,939
+10,307
255
$3.84M 0.08%
15,419
+3,032
256
$3.83M 0.08%
147,152
+22,302
257
$3.82M 0.08%
36,298
+5,255
258
$3.82M 0.08%
11,009
+1,817
259
$3.81M 0.08%
15,918
+2,168
260
$3.76M 0.08%
6,763
+956
261
$3.75M 0.08%
7,088
+1,045
262
$3.74M 0.08%
119,546
+18,422
263
$3.71M 0.08%
38,665
+8,729
264
$3.71M 0.08%
24,014
+3,614
265
$3.7M 0.08%
43,159
+6,230
266
$3.67M 0.08%
7,188
+998
267
$3.67M 0.08%
9,698
-208
268
$3.67M 0.07%
111,192
+16,680
269
$3.65M 0.07%
95,367
+9,470
270
$3.62M 0.07%
45,131
+6,694
271
$3.61M 0.07%
46,920
+4,604
272
$3.61M 0.07%
12,730
+1,526
273
$3.57M 0.07%
73,596
+19,741
274
$3.55M 0.07%
87,045
+12,481
275
$3.55M 0.07%
70,231
+10,268
9 10
11
12 13