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
$1.32B
AUM Growth
+$259M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$6.72M
2
+$6.3M
3
+$6.19M
4
META icon
Meta Platforms (Facebook)
META
+$2.98M
5
JNJ icon
Johnson & Johnson
JNJ
+$2.78M

Top Sells

1
+$886K
2
+$689K
3
+$576K
4
ROL icon
Rollins
ROL
+$83.1K
5
NWSA icon
News Corp Class A
NWSA
+$80.3K

Sector Composition

1 Technology 19.2%
2 Financials 15.61%
3 Healthcare 14.06%
4 Consumer Discretionary 10.62%
5 Communication Services 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$830K 0.06%
20,281
+1,479
327
$827K 0.06%
5,055
+518
328
$824K 0.06%
14,951
+2,009
329
$823K 0.06%
12,100
+1,673
330
$823K 0.06%
8,924
+1,091
331
$816K 0.06%
7,343
+891
332
$814K 0.06%
8,005
+1,107
333
$808K 0.06%
43,785
+605
334
$808K 0.06%
6,191
+721
335
$804K 0.06%
25,781
+3,624
336
$802K 0.06%
4,119
+471
337
$800K 0.06%
15,907
+1,913
338
$799K 0.06%
8,038
+1,782
339
$799K 0.06%
6,194
+778
340
$798K 0.06%
7,393
+882
341
$798K 0.06%
7,819
+1,072
342
$798K 0.06%
5,781
+888
343
$795K 0.06%
18,033
+2,405
344
$794K 0.06%
17,984
-248
345
$792K 0.06%
13,341
+1,622
346
$786K 0.06%
4,213
+534
347
$784K 0.06%
21,416
+1,624
348
$783K 0.06%
7,046
+723
349
$783K 0.06%
1,285
+168
350
$781K 0.06%
27,972
+3,979
12 13
14
15 16