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
$1.94B
AUM Growth
-$290M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.73M
3
+$1.37M
4
CARR icon
Carrier Global
CARR
+$1.36M
5
MRNA icon
Moderna
MRNA
+$1.3M

Top Sells

1
+$47.2M
2
+$40.9M
3
+$31.5M
4
META icon
Meta Platforms (Facebook)
META
+$15.1M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$12M

Sector Composition

1 Technology 25.3%
2 Healthcare 14.6%
3 Financials 12.87%
4 Consumer Discretionary 11.21%
5 Communication Services 10.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.24M 0.06%
107,382
-33,195
302
$1.24M 0.06%
14,628
-5,868
303
$1.23M 0.06%
8,597
-2,953
304
$1.23M 0.06%
+30,140
305
$1.23M 0.06%
5,393
-2,425
306
$1.22M 0.06%
12,532
-4,577
307
$1.22M 0.06%
20,070
-7,341
308
$1.21M 0.06%
13,926
-9,031
309
$1.21M 0.06%
15,262
-4,524
310
$1.21M 0.06%
8,638
-2,145
311
$1.2M 0.06%
23,991
-12,284
312
$1.2M 0.06%
26,284
-8,997
313
$1.18M 0.06%
10,204
-2,937
314
$1.18M 0.06%
3,795
-1,520
315
$1.17M 0.06%
64,034
-25,223
316
$1.16M 0.06%
11,537
-3,436
317
$1.16M 0.06%
16,447
-10,033
318
$1.15M 0.06%
37,227
-14,074
319
$1.14M 0.06%
41,486
-10,201
320
$1.14M 0.06%
43,195
-24,310
321
$1.13M 0.06%
21,726
-9,198
322
$1.13M 0.06%
9,943
-3,928
323
$1.13M 0.06%
24,904
-7,512
324
$1.12M 0.06%
4,888
-1,434
325
$1.11M 0.06%
19,085
-8,414
11 12
13
14 15