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
301
$5.54M 0.06%
44,556
-1,665
302
$5.48M 0.06%
197,766
303
$5.48M 0.06%
100,776
+1,420
304
$5.45M 0.06%
59,771
+1,044
305
$5.43M 0.06%
102,639
306
$5.42M 0.06%
255,082
-19,806
307
$5.34M 0.06%
44,402
-1,894
308
$5.32M 0.06%
84,365
-6,515
309
$5.32M 0.06%
29,775
+1,503
310
$5.29M 0.06%
20,460
311
$5.27M 0.06%
43,121
-3,111
312
$5.18M 0.06%
8,912
-177
313
$5.16M 0.06%
37,159
-762
314
$5.16M 0.06%
46,877
+782
315
$5.14M 0.06%
96,218
+8,918
316
$5.09M 0.06%
18,664
317
$5.07M 0.05%
74,193
318
$5.06M 0.05%
86,755
+817
319
$5.06M 0.05%
166,175
-4,122
320
$5.06M 0.05%
70,032
321
$5.06M 0.05%
44,047
-1,454
322
$5.04M 0.05%
128,612
323
$5.03M 0.05%
50,669
+1,387
324
$5.02M 0.05%
15,866
-325
325
$4.99M 0.05%
48,557
11 12
13
14 15