II

IFM Investors Portfolio holdings

AUM $11.4B
1-Year Est. Return 27.82%
This Quarter Est. Return
1 Year Est. Return
+27.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.5B
AUM Growth
-$198M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$5.81M
2
+$5.25M
3
+$3.99M
4
TSLA icon
Tesla
TSLA
+$2.98M
5
CSL icon
Carlisle Companies
CSL
+$2.74M

Top Sells

1
+$1.81M
2
+$698K
3
+$375K
4
CVX icon
Chevron
CVX
+$296K
5
CVNA icon
Carvana
CVNA
+$243K

Sector Composition

1 Technology 24.56%
2 Healthcare 14.69%
3 Financials 12.39%
4 Consumer Discretionary 11.46%
5 Communication Services 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$4.21M 0.08%
97,924
277
$4.11M 0.07%
31,476
-278
278
$4.11M 0.07%
38,573
+1,298
279
$4.07M 0.07%
152,876
+5,724
280
$4.06M 0.07%
23,531
+650
281
$4.04M 0.07%
60,049
282
$4.04M 0.07%
139,029
+4,911
283
$4.02M 0.07%
20,064
+1,162
284
$4M 0.07%
8,179
+903
285
$4M 0.07%
67,318
+95
286
$3.97M 0.07%
65,249
+2,006
287
$3.94M 0.07%
3,636
288
$3.94M 0.07%
43,376
+249
289
$3.91M 0.07%
57,983
290
$3.91M 0.07%
122,248
291
$3.89M 0.07%
158,077
292
$3.89M 0.07%
115,100
+6,401
293
$3.83M 0.07%
13,862
294
$3.83M 0.07%
33,260
+964
295
$3.82M 0.07%
72,089
+193
296
$3.8M 0.07%
27,131
+823
297
$3.8M 0.07%
103,120
-427
298
$3.78M 0.07%
62,664
+1,360
299
$3.77M 0.07%
10,410
+706
300
$3.77M 0.07%
21,988
+818
10 11
12
13 14