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
301
$3.1M 0.06%
35,517
+7,253
302
$3.08M 0.06%
26,680
+5,317
303
$3.08M 0.06%
39,371
+5,026
304
$3.07M 0.06%
17,658
+2,624
305
$3.05M 0.06%
9,671
+1,927
306
$3.05M 0.06%
27,636
+4,033
307
$3.03M 0.06%
9,510
+1,928
308
$3.03M 0.06%
86,061
+30,857
309
$3.03M 0.06%
13,304
+1,667
310
$3.01M 0.06%
40,219
+5,817
311
$3.01M 0.06%
27,355
+6,447
312
$3.01M 0.06%
30,236
+4,351
313
$2.98M 0.06%
48,157
+9,323
314
$2.97M 0.06%
17,879
+5,176
315
$2.97M 0.06%
16,161
+2,143
316
$2.96M 0.06%
20,492
+3,114
317
$2.95M 0.06%
29,780
+2,420
318
$2.93M 0.06%
16,268
+2,188
319
$2.92M 0.06%
21,824
+2,744
320
$2.92M 0.06%
8,298
+1,191
321
$2.92M 0.06%
51,074
+9,944
322
$2.92M 0.06%
24,310
+4,836
323
$2.91M 0.06%
14,896
+3,183
324
$2.91M 0.06%
128,528
+25,488
325
$2.9M 0.06%
50,239
+10,145
11 12
13
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