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
276
$6.15M 0.07%
170,442
-45,867
277
$6.11M 0.07%
110,915
278
$6.11M 0.07%
76,359
279
$6.11M 0.07%
14,545
-479
280
$6.1M 0.07%
26,326
-422
281
$6.1M 0.07%
47,395
-4,073
282
$6.05M 0.07%
28,495
-552
283
$6.05M 0.07%
22,847
284
$6M 0.07%
75,676
285
$5.95M 0.06%
26,578
286
$5.95M 0.06%
34,536
+171
287
$5.93M 0.06%
33,653
288
$5.92M 0.06%
64,019
-5,567
289
$5.89M 0.06%
26,793
-6,488
290
$5.87M 0.06%
65,518
+6,084
291
$5.86M 0.06%
289,623
-21,005
292
$5.83M 0.06%
128,960
-9,870
293
$5.81M 0.06%
229,006
-28,001
294
$5.79M 0.06%
48,456
-11,542
295
$5.69M 0.06%
34,407
296
$5.69M 0.06%
150,443
-10,151
297
$5.67M 0.06%
11,066
+199
298
$5.63M 0.06%
23,123
299
$5.63M 0.06%
24,860
+322
300
$5.56M 0.06%
9,729
+488
10 11
12
13 14