II

IFM Investors Portfolio holdings

AUM $12B
1-Year Est. Return 26.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12B
AUM Growth
+$614M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
667
New
Increased
Reduced
Closed

Top Buys

1 +$40.1M
2 +$32M
3 +$27.6M
4
CB icon
Chubb
CB
+$22.1M
5
SPOT icon
Spotify
SPOT
+$19.4M

Top Sells

1 +$37.1M
2 +$22.2M
3 +$13.9M
4
GWW icon
W.W. Grainger
GWW
+$8.2M
5
MPWR icon
Monolithic Power Systems
MPWR
+$8.14M

Sector Composition

1 Technology 34.52%
2 Financials 12.65%
3 Communication Services 10.94%
4 Consumer Discretionary 9.81%
5 Healthcare 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NOC icon
301
Northrop Grumman
NOC
$104B
$6.63M 0.06%
11,628
-224
FIS icon
302
Fidelity National Information Services
FIS
$26B
$6.63M 0.06%
99,708
-2,462
BR icon
303
Broadridge
BR
$21.8B
$6.57M 0.05%
29,435
HUM icon
304
Humana
HUM
$20.9B
$6.5M 0.05%
25,393
+1,567
VRSK icon
305
Verisk Analytics
VRSK
$28B
$6.5M 0.05%
29,040
-9
NUE icon
306
Nucor
NUE
$38.8B
$6.48M 0.05%
39,748
-1,356
KMB icon
307
Kimberly-Clark
KMB
$33.8B
$6.47M 0.05%
64,150
+98
LPLA icon
308
LPL Financial
LPLA
$24.7B
$6.45M 0.05%
18,054
+675
GD icon
309
General Dynamics
GD
$96.1B
$6.45M 0.05%
19,143
GRMN icon
310
Garmin
GRMN
$46.5B
$6.42M 0.05%
+31,666
MCHP icon
311
Microchip Technology
MCHP
$35.4B
$6.36M 0.05%
99,793
-1,316
WTW icon
312
Willis Towers Watson
WTW
$27.3B
$6.34M 0.05%
+19,307
NTAP icon
313
NetApp
NTAP
$19.1B
$6.34M 0.05%
59,168
+6,536
VEEV icon
314
Veeva Systems
VEEV
$31.2B
$6.33M 0.05%
28,371
-447
MAA icon
315
Mid-America Apartment Communities
MAA
$15.2B
$6.2M 0.05%
44,618
+694
EXPE icon
316
Expedia Group
EXPE
$28.4B
$6.01M 0.05%
21,212
+117
RJF icon
317
Raymond James Financial
RJF
$29.3B
$5.98M 0.05%
37,232
-168
CCL icon
318
Carnival Corp
CCL
$36.3B
$5.98M 0.05%
195,743
-9,618
ESS icon
319
Essex Property Trust
ESS
$16.4B
$5.97M 0.05%
22,833
+45
SYY icon
320
Sysco
SYY
$40.4B
$5.96M 0.05%
80,937
-5,563
AEE icon
321
Ameren
AEE
$30.5B
$5.95M 0.05%
59,627
+2,106
PPG icon
322
PPG Industries
PPG
$23.7B
$5.95M 0.05%
58,041
-6,188
FITB
323
Fifth Third Bancorp
FITB
$42B
$5.9M 0.05%
126,089
TSCO icon
324
Tractor Supply
TSCO
$26.5B
$5.84M 0.05%
116,696
+2,407
PHM icon
325
Pultegroup
PHM
$23.9B
$5.83M 0.05%
49,723
-1,265