II
IFM Investors Portfolio holdings
AUM $10.5B
This Quarter Return
-2.76%
1 Year Return
+24.82%
3 Year Return
+109.38%
5 Year Return
+188.58%
10 Year Return
–
AUM
$9.23B
AUM Growth
-$612M (-6%)
Cap. Flow
-$156M
Cap. Flow % of AUM
-1.69%
Top 10 Holdings %Top 10 Hldgs %
31.68%
Holding
678
New
4
Increased
130
Reduced
338
Closed
24
Top Buys
| 1 | $4.81M | |
| 2 | $3.71M | |
| 3 | $3.5M | |
| 4 | $2.5M | |
| 5 | $1.77M |
Top Sells
| 1 | $6.59M | |
| 2 | $6.34M | |
| 3 | $6.19M | |
| 4 | $5.81M | |
| 5 | $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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $5.54M | 0.06% | 44,556 -1,665 | -4% | -$207K | |||
| $5.48M | 0.06% | 197,766 | – | – | |||
| $5.48M | 0.06% | 100,776 +1,420 | +1% | +$77.1K | |||
| $5.45M | 0.06% | 59,771 +1,044 | +2% | +$95.2K | |||
| $5.43M | 0.06% | 102,639 | – | – | |||
| $5.42M | 0.06% | 255,082 -19,806 | -7% | -$421K | |||
| $5.34M | 0.06% | 44,402 -1,894 | -4% | -$228K | |||
| $5.32M | 0.06% | 84,365 -6,515 | -7% | -$411K | |||
| $5.32M | 0.06% | 29,775 +1,503 | +5% | +$269K | |||
| $5.29M | 0.06% | 20,460 | – | – | |||
| $5.27M | 0.06% | 43,121 -3,111 | -7% | -$380K | |||
| $5.18M | 0.06% | 8,912 -177 | -2% | -$103K | |||
| $5.16M | 0.06% | 37,159 -762 | -2% | -$106K | |||
| $5.16M | 0.06% | 46,877 +782 | +2% | +$86.1K | |||
| $5.14M | 0.06% | 96,218 +8,918 | +10% | +$476K | |||
| $5.09M | 0.06% | 18,664 | – | – | |||
| $5.07M | 0.05% | 74,193 | – | – | |||
| $5.06M | 0.05% | 86,755 +817 | +1% | +$47.6K | |||
| $5.06M | 0.05% | 166,175 -4,122 | -2% | -$125K | |||
| $5.06M | 0.05% | 70,032 | – | – | |||
| $5.06M | 0.05% | 44,047 | – | – | |||
| $5.04M | 0.05% | 128,612 | – | – | |||
| $5.03M | 0.05% | 50,669 +1,387 | +3% | +$138K | |||
| $5.02M | 0.05% | 15,866 -325 | -2% | -$103K | |||
| $4.99M | 0.05% | 48,557 | – | – |
